Raymond James

As a wealth management professional, Keith is passionate about helping his clients become part of the 5% of Americans who achieve financial independence. He takes a comprehensive approach by considering not just retirement planning, but also tax planning, risk and insurance needs, estate planning and charitable giving. He then works diligently with his clients to implement their customized plan, monitoring and adjusting them when it is needed. Keith is a 2001 graduate of the U.S. Naval Academy and served as a submarine officer in the Navy prior to joining the Clearwater branch of Raymond James. He most recently completed a three year tour teaching Finance and Economics at the U.S. Naval Academy.