Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies
Keith has been in the financial services industry since 2000, working with business owners, high net worth individuals and families in the areas of insurance and investments. Keith’s areas of focus include business succession and executive benefits, estate conservation and retirement planning. Keith offers a wide variety of products and services which include: Tax Qualified Retirement Plans (i.e. 401(k)s, Profit Sharing Plans, Simple IRAs, SEPs, Rollover IRAs), Mutual Funds, Variable Annuities, Variable Life Insurance, and Education Funding/ 529 Plans. He is a member of MDRT Top of the Table, a NAIFA Quality award recipient and a perennial qualifier of MetLife/NEF Americ's Council.
Keith received his B.A. in economics from Trinity College in Hartford, CT, where he was an All-American and Academic All-American basketball player. Keith resides in Ellington, CT, with his wife, Kris, and two sons, Jackson and Devin.