Keith joined RBC Wealth Management in February 2015. He focuses on portfolio construction and management, asset allocation, trading, and wealth planning through the RBC WealthPlan services. Keith obtained the Retirement Management Analyst (RMA®) designation through The Investments & Wealth Institute®. In addition to his RMA®, Keith has passed his Series 7 & 66 exams while also holding his Life and Health insurance License. As an RMA® professional, Keith assists retirees and pre-retirees to address retirement challenges through proper management of retirement income plans that create sustainable outcomes. Keith believes stronger financial guidance around evaluating client retirement readiness plans, accurate investment and portfolio structures, and goals based planning will aide in improving transitions from the work force to the difference 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 newborn son, Kevin. 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, and previously served as the Branch Member Engagement Chair for the RBC employee resource group Multicultural Employee Alliance. He enjoys traveling, golf, soccer and exploring his new home, Wisconsin.
