In Keith’s own words:

“Before my financial career, I grew up in construction and did manual labor.  I learned about hard work and the dirt and sweat that goes into building a beautiful and solid structure. I have that same mindset today. I work hard for my clients while building and structuring their nest egg. I understand how critical a strong foundation is for a dream home. It’s the same when planning for retirement, succession planning for a business, or estate planning. We start with a solid foundation and build from there.
In recent years I’ve taken up Jeeping. We take our Jeep out to a big pile of rocks and climb over them. Most times the rock is bigger than the Jeep and the climb seems straight up. I learned a lesson from my son the first time I let him drive. He was terrified! As I was guiding him through the obstacle, he kept saying, “The Jeep knows what to do, the Jeep knows what to do.”
I realized my life as a financial advisor is very similar to talking my son over a great big rock. In the beginning, we partnered with Jeepers who had years of experience, then added upgraded equipment to the Jeep. The experienced Jeepers showed us the best line to use while climbing, so we weren’t in any danger. The upgraded equipment gave the Jeep stability and strength should any unforeseen obstacle pop up. And guess what — with all that experience and equipment, the Jeep truly does know what to do.
Sometimes planning for retirement, figuring out how to sell the family farm, or preparing for succession in business can seem as daunting as driving over a house-sized rock. But I’ve got over 30 years of experience, and I know what equipment you need to accomplish your financial goals. “Keith knows what to do, Keith knows what to do.”
My process is actually a lot like my Jeep. First, we take the Journey together — I sit down with you, listen to where you are today, and where you want to go. Then we Evaluate — we look at income gaps, expenses, and what’s working or not working in your current plan. From there, I Educate — I walk you through your options and make sure you understand every step we’re taking and why. And finally, we Protect — we put the right equipment in place to make sure your financial future is secure, no matter what obstacles pop up on the trail.
When I’m not working, you can find me with my wife Lynn, our seven grown children and twelve grandkids — number thirteen on the way. We might be tearing it up in the Jeep on a mountain adventure or just enjoying a bourbon with friends.”