Specialties
About Me
I help people nearing retirement make clear, confident decisions about income, taxes, and long-term planning.
Together with the team at Keil Financial Partners, I provide a thoughtful, team-based approach designed to help clients stay on track and avoid costly mistakes, starting with a simple introductory conversation.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CFA, RICP, ChFC, CLU, CIMA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Investment advisory activities are delivered through the Alongside, LLC platform. Please visit https://adviserinfo.sec.gov/firm/summary/333587. Alongside, LLC, doing business as Keil Financial Partners, does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. References to named publications are for informational purposes only and do not constitute an endorsement or recommendation of the Firm, its services, or any investment strategy. The opinions expressed and material provided on this website are for general information and should not be considered a solicitation for the purchase or sale of any security or be considered a recommendation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.