Personal
Keith was born in New York but spent most of his childhood growing up in Pembroke Pines, FL. He then moved to Orlando in 1999 to attend the University of Central Florida. There his passion for UCF Football began and he hasn't missed many home games since... Go Knights!
Keith now resides in the Downtown Orlando area, Lancaster Park Neighborhood, with his wife Elizabeth, their two boys, Lucas and Alexander and their daughter, Nina. They enjoy walks as a family, traveling out west to wine country and whenever possible catching a good concert.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Certifications and Designations
- Chartered Life Underwriter (CLU®)
- The Chartered Life Underwriter designation® is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.
- Chartered Financial Consultant (ChFC®)
- Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $45 million to support ALSF and fund over 520,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Northwestern Mutual Everyday Champions Scholarship
Beginning in January 2017, Keith partnered with the University of Central Florida Athletics to create the first ever Northwestern Mutual Everyday Champions Scholarship Program. Along with 5 other Northwestern Mutual UCF Alumni, their financial contributions will fund three Student-Athlete Scholarships each year for the next three years. Finding ways to provide financial security while giving back to the community drives his passion. Go Knights, Charge on!
Make-a-wish Central and Northern Florida
A supporter of our local chapter by volunteering, hosting fundraisers and attending their Annual Wishmaker Ball each year.
Here are my areas of expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Multigenerational Planning
Estate Planning
Education Planning & Funding
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
