Keith believes in helping his clients achieve a healthy balance between investing for their future goals and enjoying their lives today. Keith believes one thing his clients will tell you is that he genuinely has their best interest at heart, making recommendations based on their specific needs.
You'll often find him sitting down one-on-one with a client going through the real-time, interactive presentation he personally developed that brings financial planning, investment planning reports and account performance reviews into clear focus.
Keith spent 10 years as a financial advisor at Edward Jones before joining Raymond James. He earned his bachelor's degree in business administration from Southwestern Oklahoma State University.
When he's not in the office, you're likely to find Keith literally running around town. As an active member and officer of the Enid Running Club, he helps organize events and races, and encourages the people around him to pursue healthier lifestyles.
A native and resident of Enid, he is a single dad who enjoys spending time with his daughter Natalie. He also enjoys spending time with his clients, inviting them to his cookouts, office open houses and other casual social gatherings.
Keith commits his time and energy to St Paul's Lutheran Church & School in Enid, where he is a member and has served in the past as president of the school board and as a member-at-large of the church council.
His full schedule keeps him quite busy, but it satisfies his personal goal of making a positive impact on his clients' lives and all those here in his hometown.
Preparing for Your Initial Consultation
Greg Stong | Marina Willeford