In 2022, Keith earned the Retirement Management Advisor (RMA®) designation through the Investments & Wealth Institute®. In 2023, he obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In addition to his CFP® and RMA® designations, Keith has passed Series 7 and Series 66 FINRA exams, as well as a Life and Health Insurance License.
As a CFP® professional, Keith focuses on developing customized financial planning strategies across key areas including retirement planning, investment management, sustainable cash flow strategies, tax-cosiderate planning, estate planning services, and insurance solutions. By combining the broad planning framework of the CFP® certification with the specialized retirement income expertise of the RMA® designation, he helps pre-retirees and retirees navigate the complexities of retirement and develop sustainable income strategies.
Keith believes that thoughtful financial guidance centered on evaluating retirement readiness, constructing well-structured portfolios, and implementing goals-based planning helps clients transition confidently from their working years into the different phases of retirement.
As a Florida native born in Tampa, Keith came to the Midwest when he earned a scholarship to attend and play soccer for Marquette University’s Division I Soccer Program. There, he was a part of the Golden Eagles 2011 Big East League Championship team. He completed his undergrad in 2013 with a degree in both finance and entrepreneurship. Keith resides in Brookfield with his wife, Bridget, and their three children, Kevin, Kilian, and Grace. He is on the board of directors for the Catholic Community Foundation as well as serving on their investment committee, an active board member for Journey House Inc, and previously served as the Branch Member Engagement Chair for the RBC employee resource group Multicultural Employee Alliance. He enjoys traveling, playing golf and soccer and continuing to explore Wisconsin.
