Keith is a Founding Partner and Wealth Advisor with Waypoint Wealth Group of Woodbury, Minnesota. With over 30 years of experience in the financial services industry, he specializes in preparing clients for retirement. Keith’s approach involves performing a thorough analysis and gaining an understanding of each client’s unique financial position, investment risk comfort level, relationships, family, motivations, business, and beliefs.
Keith’s expertise lies in developing comprehensive retirement accumulation and distribution strategies. Clients who work with Keith can look forward to having personalized asset management with full online access, multi-generational estate planning, and asset protection services all managed by one person. Keith will also work directly with client attorneys and CPAs to ensure your estate is fully understood by all parties.
Keith has been highly engaged with his community for many years, serving on multiple non-profit boards, and raising money for causes like cancer, employment displacement, and youth sports. Notably, Keith spent over 23 years coaching youth hockey, serving on the board and as president. He also served on the board and as President of the Rhino’s Foundation for several years. Rhino’s is committed to raising funds to directly impact families dealing with cancer in Pierce and Saint Croix counties in Wisconsin.