Work History
Edward Jones
Edward JonesJune 2015 to Current
About Keith
Welcome to our practice!
My passion for helping real people with real problems in their day-to-day financial life drove me to join the cause of providing financial advice. I measure my success by the number of financial goals I help clients achieve. I help bring into perspective the emotions, attitudes, hopes and fears that oftentimes influence the pursuit of your goals. Our partnership will begin with – and constantly revolve around – discovering the root of what drives your relationship with money.
The strategies and resources that you bring to the table are as unique as you. I will show how your...
My passion for helping real people with real problems in their day-to-day financial life drove me to join the cause of providing financial advice. I measure my success by the number of financial goals I help clients achieve. I help bring into perspective the emotions, attitudes, hopes and fears that oftentimes influence the pursuit of your goals. Our partnership will begin with – and constantly revolve around – discovering the root of what drives your relationship with money.
The strategies and resources that you bring to the table are as unique as you. I will show how your...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- College Savings
Work History
Edward Jones
Edward JonesJune 2015 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Education
Univ of Houston-Clear Lake
Univ of Houston-Clear LakeMaster of Science
Education
Univ of Houston-Clear Lake
Univ of Houston-Clear LakeMaster of Science
Personal Interests
- Traveling
- Hiking
- Astronomy
- Aviation
- Electronics
Team Members
Michelle KoranBranch Office Administrator
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Location
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