Keith is an Investment Advisor Representative (IAR) with a Registered Investment Advisory Firm. Keith is also an active Life Insurance Producer. He graduated from Boston College, class of 1997 where he earned his Bachelor’s Degree from The Carroll School of Management.
Keith is licensed as a Series 65 advisor. Series 65 is a securities license required by most states for individuals who act as investment advisors. The Uniform Investment Advisor Law Examination covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.
He specializes in analyzing his client’s financial situations and finding the right strategies and tools to get people where they want to be. He prides himself on making sure his clients understand the thought process behind their plan and puts clients first and foremost, always wanting to fully understand their concerns, needs, and goals before any recommendations are made. He provides superior customer service, making sure all his clients are always well informed. He lives by the Golden Rule and is passionate about helping others.
He currently resides in Narragansett, RI. His favorite thing to do is spending time with his wife Jesse, daughter Phoebe, and English Bulldog Emma. In his spare time, he enjoys skiing, hiking, camping, reading, and cooking.