Simplifying the complexities of your financial life.

With over 20+ years of experience as a fund manager and trader at the Chicago Board of Trade (CBOT), Kevin enjoys helping institutions and high-net-worth clients strategize and execute plans that meet their desired financial objectives.

Robust risk management has been the cornerstone of Kevin’s approach to navigating life situations and markets. Through a mindful asset allocation methodology and the incorporation of alternative investments, Kevin has been able to successfully smooth out returns and add alpha to his clients. His focus has always remained on developing a clear, in-depth financial plan; executing it; and realizing the importance of risk-adjusted returns on the investments portion of the plan.

Kevin cherishes every moment spent with his family and is always looking for an opportunity to explore the outdoors, try a new restaurant, or travel with them. He is also a daily practitioner of yoga/meditation and has achieved podium finishes in the Master’s Divisions of Brazilian Jiu-Jitsu at several World and Pan Am championships.

Keith has spent his career working with family offices, foundations, and trustees to develop planning strategies for generational wealth.  

With extensive experience in navigating complex legal and financial frameworks, Keith has cultivated a strong focus on helping his clients successfully structure, execute, and implement complicated planning strategies. Keith previously worked in private law before entering the financial sector.

A licensed attorney, Keith received his JD from the Charleston School of Law, his MA in Human Development and Food Security from the Università Roma Tre, and a BA in International Business from the College of Charleston. He resides in St. Petersburg with his wife and their son; and he enjoys sailing, fishing, and golf.

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