Vice President, Private Client Group
“What I love about what I do is having the ability to help people. Specifically, helping clients to protect what they have worked so hard to attain. In my mind, it would be a terrible tragedy if all the blood, sweat, tears and overall energy expended by our clients to achieve financial success were lost due to poor investment decisions. My goal is to help people avoid that unfortunate scenario as best I can.”
Keith works alongside his father, Lee, a veteran of the financial services industry for more than 30 years. In the past Keith has held positions in accounting, collections, as well as investment counseling at David Lerner Associates. Keith and his father’s viewpoints about investment philosophy coincide, including protecting client assets and helping to generate consistent income from prudent and appropriate investments. Keith’s mission is to achieve the highest level of trust from his clients as he advises them toward meeting their investment goals.