Keith is responsible for engaging with high net worth individuals and their families to provide customized wealth management solutions. He brings valuable experience guiding families through the financial planning process and administering client requests.
Prior to joining the firm, Keith worked at Commonwealth Financial Network. Keith earned a Bachelor of Science in Marketing, Cum Laude, from Southern New Hampshire University. Keith is a Certified Financial Planner™ and a member of the NH Estate Planning Council. He has worked in the local Manchester community as a soccer coach for children of all ages.
Keith resides in North Reading, MA and enjoys traveling, the outdoors, time with family and friends and watching Boston sports.