Keith has more than 30 years of experience as an investment advisor. He serves as the team’s equity research analyst, monitoring the individual stock positions held in our client’s portfolios. Along with Keith's belief in placing other's needs first, his in-depth knowledge of the global markets, political landscape and individual security fundamentals is a highly valued asset to the team. In 2011, he and Susan transitioned the Carlyon Wealth Management Group to Raymond James from Morgan Stanley Smith Barney.
Keith is from Michigan’s Upper Peninsula and graduated from Northern Michigan University with a Bachelor of Science in mathematics and physics. In his free time, he continues a life-long interest in collecting mineral specimens, sailing Michigan’s Great Lakes and playing guitar for family and friends.