Our Team

For more than 25 years, Keith has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and complete wealth management solutions that simplify and enhance the quality of his clients’ lives. Each client receives a personalized financial plan; a guide to navigate them through their working years and into retirement so that they have a path to follow to attain their goals.

With over 20 years of experience working directly with her clients, Laurie brings an extensive product knowledge to the team supported by a strong background in operations and management. Combining her experiences with strong communication skills, Laurie provides advice and strategies to her clients by helping them to better understand their investments so they can better achiever their financial goals.

Joining our team in September of 2018 as an advisor, Jennifer comes to us with over 7 years of experience in the financial services industry. Since completing her B.B.A, she has been working closely with her clients helping build a solid future and achieving their financial goals and dreams. Having previously spent the last 5 years with London Life, Jennifer especially brings extensive knowledge in estate protection and insurance law.

MC also handles all of your paperwork, gets your accounts set up and handles any issues along the way. As one of two primary contacts for the team, she handles all the daily ins and outs of the office.

Danny works behind the scenes to prepare our meetings and confirm our appointments with you. He would be the one to call if you need to meet with us.