Our Qualifications

Since 1979 Keith has worked with individuals and businesses to help them secure their futures. We measure our success by the length of our relationships.

Our committment to continuing professional development and ethical business practices is reflected in our long term membership and participation in the Society for Financial Services Professionals (SFSP) and the National Association of Insurance and Financial Advisors (NAIFA).

Our experience allows us to provide clear, easily understood explanations of complex financial strategies, products and services. We begin with an indepth understanding of our clients values that help us work together towards a more secure financial future.