Keith is a Principal and Financial Advisor with Rehmann Financial. He serves clients throughout Michigan and is located in the Saginaw office. He is a Regional Director for Rehmann Financial and serves on its Executive Committee.
Keith has extensive experience in the field of financial planning. Since 1996, he has worked with high net worth individuals in creatively building financial strategies that strive to help clients fulfill their financial goals. These strategies include tax efficient investment strategies, inter-generational wealth planning, and philanthropy.
Keith's experience with the many facets of qualified and non-qualified retirement plans allows him to use this in-depth knowledge to bring customized answers to his clients.
He is also a CERTIFIED FINANCIAL PLANNER® professional and holds numerous securities registrations and insurance licenses.To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.
Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.
Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.