Growing up in a New Jersey middle-class home, Keith’s parents instilled in him an understanding of hard work, dedication, and integrity. He brings that with him in his ability to connect with clients, and work in their best interest—wanting them to succeed and enjoy a happy retirement.

His first jobs, at 15 years old, included pumping gas, cleaning a school, and delivering newspapers. Keith worked in retail throughout college, helping people select the best cell phones at the time, in 1996.

Keith understands perseverance. He played baseball in college, his first year in Florida, but was subsequently cut from the team. This adversity didn’t stop Keith from trying out again; he went on to play two more years of college baseball at Mercer County Community College, and was voted Captain. Graduating in 1999 with a BS in Finance, Keith started his financial career with a familiar Wall Street firm. It wasn’t the right fit and he was let go after 9 months. He then joined another Wall Street firm, and failed again. It was not until he decided to start his own financial firm that Keith began to
find success. He finally understood what it was to act in the best interest of his clients.

Keith's professional accomplishments and accolades:

• Series 65 fiduciary adviser
• Client focused
• Independent adviser
• Lifetime income planning
• Tax strategy planning
• 27 years of experience in financial planning
• Royal Fund Management Chairman's Club Award
• Global Atlantic Circle of Excellence Award

To this day, he still plays baseball, managing and coordinating two successful 45+ adult men’s teams. His local team has won 4 championships in a row in the 45+ division in Pennsylvania. His national travel team that competes across the country, has won 6 championships in only seven years of existence, starting in 2019.

In his free time, Keith enjoys making memories with his family, traveling with his mom, sister, aunt and cousin to destinations such as Florida, Mexico, and Europe. He also spends time with his father, strategizing their fantasy football team.