Keith specializes in analyzing, designing and implementing effective wealth management planning for his clients. Drawing upon his years of experience in the financial services industry, he develops strategies for his clients to help protect their assets from market volatility, help create substantial income tax savings and reduce capital gains tax. He also helps clients grow and preserve wealth through estate tax savings and for the benefit of philanthropic organizations.
Prior to joining Mariner Wealth Advisors, Keith served as the vice president and managing executive of Northern Trust in Scottsdale, Ariz. He has worked as a senior fiduciary Officer, director of marketing and sales and Southwest/regional director for Bank of America’s trust department. He was also the assistant vice president and trust officer Valley National Bank Phoenix for 11 years.
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