Keith focuses on serving his clients’ best interests through comprehensive, personalized retirement and investment planning. His goal? To work together to help each client define their financial goals and develop a plan designed to meet their short and long-range financial objectives. Like Raymond James, Keith approaches each financial plan with a conservative, objective view that keeps the clients’ needs at the forefront.
Before joining Raymond James in 2010, Keith was employed as a financial advisor at A.G. Edwards & Sons, Wachovia Securities and Wells Fargo Advisors. He graduated from San Angelo Central High School and went on to earn a bachelor’s degree in finance from Texas Tech University in Lubbock.
Keith is a long-time resident of San Angelo. His son, Colin recently graduated from Texas Tech University in Lubbock with a BBA in Energy Commerce and is employed as a Land Man with Southwestern Energy in Houston, Texas. Keith is very involved in his community, spending his free time as a member of First United Methodist Church, San Angelo Rotary Club and San Angelo Chamber of Commerce. In the past he served as board chairman of West Texas Boys Ranch.