Keaton Dockery-Yanker

Keaton Dockery-Yanker, CFP®, currently serves as a Client Operations Analyst at Mosaic, specializing in plan maintenance and implementation, with responsibilities that encompass estate and business planning, income and estate tax, investment operations, data integrity, and the maintenance of professional relationships since September 2021. Prior experience includes an internship at Tiny Boxwoods Productions as a Bartender/Cashier/Food Server, where efficient service to up to 500 guests was provided daily, and roles at Chubbies Shorts as a Sales Associate, Amazon as a Fulfillment Center Associate, and Alamo Drafthouse Cinema as a Runner. Keaton earned a Bachelor of Business Administration in Finance, Personal Financial Planning, and Marketing from the University of Houston in 2022.