As an LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Keith works closely with his clients to develop effective strategies designed to help them pursue their financial goals. Specializing in financial planning for high net worth individuals and small business owners; Keith can provide advice and investment strategies that are individually designed with the goal of placing you on the path to financial success.
Keith holds a B.S. in Finance from Louisiana State University with accreditation from the University of Manchester in the UK. He is a CFP®, LPL Investment Advisor Representative, LPL Registered Representative, and Louisiana Licensed Insurance Agent.
With more than 15 years of experience in financial services, Keith brings a wealth of knowledge to bear when working with individuals, families, and business owners. Keith joined Gulf Coast Wealth Management in 2005, having begun his career with Edward Jones.