Keith has more than 20 years of Financial Management, Operational and Information Technology experience with Fortune 500 companies including NIKE, Boeing and KinderCare Learning Centers. Prior to joining The Summit Financial Strategies, Inc, he worked for Waddell & Reed as a Financial Advisor.
In addition to his experience with corporate finance, Keith has also owned a cabinet manufacturing company and understands the complexities and volatility of running a small business.
With this broad-based business experience, Keith helps his clients identify, define and prioritize their financial goals. Keith develops, implements and adjusts financial strategies to help clients work towards achieving these goals. Keith works actively to develop long-lasting client relationships, communicating effectively to give objective and insightful financial guidance.
Raised in Oregon, Keith received a BS in Business Administration from Oregon State University. He also has pursued graduate studies in Informative Systems Management at Seattle Pacific University. He holds the Series 66 and Series 7 securities licenses as well as Health and Life Insurance licenses in Oregon, New Mexico and Washington.