About Keith
Financial resourcing and connection professional working strategically across insurance, financial services, and the entertainment industry. Background experience includes business and economic development, real estate, and the film industry. Focused on the needs of consumers and elimination of barriers in society that interfere with freedom
of choice. Goals include implementing strategies to attain better working cultures, and to foster global equality through philanthropy.
Credentials include an MBA and MA in Economics from the University of Delaware. a CFP® through the Institute of Certified Financial Planner Board of Standards, Inc. Holder of the CLU®, CASL®, and ChFC® designations in financial planning through The American College of Bryn Mawr, PA.
Education
Master's degree
MBA
Masters
Bachelors
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2003
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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