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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. 



Investment Management

Keel Point

David Parks

Marissa Taylor

Scott Jenkins

Joe Agee

Mike Perry

Jason Blount

The Financial Management team at Keel Point is dedicated to delivering comprehensive financial strategies that empower families to achieve their wealth-building goals. This team, consisting of experienced professionals including certified financial planners and portfolio managers, focuses on investment management, tax planning, and compliance to ensure each family's financial wellbeing is nurtured and safeguarded. By leveraging their diverse expertise, they provide personalized guidance tailored to the unique circumstances and aspirations of their clients.

Financial Management

Client Services

Family Office Operations

Financial Management

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Team members

Other teams at Keel Point

Client Services

Family Office Operations