Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. His passion is in serving his clients to create comprehensive financial strategies that produce long term results. Throughout the process, the emphasis is on creating lasting relationships based on trust and open communication.
Keith takes a comprehensive approach on retirement planning that not only includes a return on investment. There is also a focus on the potential to significantly reduce taxes, protecting your family and assets, creating more spendable income at retirement and putting the client in the best position to leave a legacy to those that they care most about. He can work to coordinate your investment, insurance, and real estate portfolios, as well as manage your cash flow.
Keith earned his B.S from Radford University in 1996. He also successfully completed the requirements to become a Chartered Financial Consultant and a Chartered Life Underwriter from the American College. Keith lives in Charlotte, NC with his wife Stephanie and their children Alex and Avery. In his spare time he enjoy exercising, traveling, and playing golf.
Keith is licensed to sell insurance in the following states: CA,FL,GA,KS,MO,NC,NY,OH,SC,VA
California License # 0G13915
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian. CA Insurance License #0G13915.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
