Keith started his financial services career as an Investment Advisor Representative (IAR) in 2011. Within the first five years in business, he has become a Certified Financial Planner (CFP) Professional and to earn his Chartered Financial Consultant designation. Keith was recognized by Atlanta magazine as a Five Star Wealth manager* in 2019. He is a MassMutual-approved instructor for education programs for CPAs in Georgia.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and compliant history, reviews conducted by the firm, retention rates, and client assets.