Keith began working in the financial services industry in 1989. As a former member of both the New York Stock Exchange (NYSE) and American Stock Exchange (AMEX), Keith worked as an option specialist and market maker for Spear Leeds & Kellogg. After leaving the daily trading grind, Keith moved to California and began working within the securities litigation arena providing forensic accounting, analysis and expert testimony for law firms around the country. Keith still maintains a close tie to the securities litigation/arbitration world and has been engaged as an expert witness on insurance related arbitrations/court cases.
In 1998, Keith transitioned back to financial services. Keith was a founding member of LifeSource, LLC which provided advanced planning services to national wirehouses, independent and regional broker-dealers. In 2009, Keith partnered back up with Dan Roeske at TailorMade Financial, Inc. to begin the mission in providing unmatched planning when it comes to Estate, Tax, Business and Asset Preservation planning to elite financial advisors and their clients.
Keith attended the University of Florida and the State University of New York. Keith went on to earn his Chartered Life Underwriters degree from the American College and is a CERTIFIED FINANCIAL PLANNER™ professional.
Keith currently resides in Matthews, North Carolina with his wife Jennifer and two children, twins, Max and Madison.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.