Designations and Licenses
Keith is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Keith provides financial planning and investment management to individuals, foundations and endowments. He works within our P&G advisory team and has experience in working with current, former and retired Procter & Gamble employees to walk through their benefits and develop a tax-efficient retirement paycheck. Prior to joining Mariner Wealth Advisors, Keith worked in various roles within the commercial banking world where he spent time working closely with individuals on their financial goals.
He has a bachelor’s degree in finance from the University of Dayton.
Personal Interests
Keith is an active member of the community is a graduate of Cincy Next, Class 5. Outside of work, he enjoys spending time with his wife and can be found on the golf course on most weekends.