“Our clients don’t really come and go. They have trust in us.”
When Keith and Fred began Legacy Wealth Group, they knew they could offer a different experience, one that couples their extensive experience in financial planning with getting to personally know clients and their goals. Keith helps to simplify the chaotic noise clients hear about financial services by offering advice that is independent and knowledgeable.
Keith has been helping clients with financial services since 1994. He’s a graduate of Northern State University with a BS in accounting and business management. He attained professional certification as a CERTIFIED FINANCIAL PLANNER® practitioner in 2001 from the College for Financial Planning in Denver, CO.
Keith and his wife, Ann, have five children: Kiah, Connor, Chandler, and twins Maryn and Broc.