Keel Point
Whit Guthrie is a Client Services Representative at Keel Point since August 2022, with prior experience as a Department Manager at Hitson Cabinets, Inc. from August 2021 to June 2022. Previous roles include Organizational Assistant at Th Chapel Cleveland and McNair Scholars Program Assistant at Lee University, where responsibilities involved supporting first-generation and underrepresented students and managing communication of academic performance data. Whit began a career as a Carpenter at Wicked Wood Shop, LLC in April 2020. Educational qualifications include a Bachelor of Business Administration in Non-Profit Management from Lee University, obtained in 2020, and a high school diploma from Madison Academic Magnet High School, awarded in 2016.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.