Client Services Specialist
Keith joined Federal Benefits Made Simple in November 2019, bringing 20 years of financial service, portfolio management and wealth management experience with him. Keith has a Bachelor of Science in finance from Indiana University, Kelley School of Business and obtained his CERTIFIED FINANCIAL PLANNER™ professional certification in 2009. He has a passion for doing the right thing for each client, taking a holistic view of the client’s financial situation and servicing his or her needs. Keith enjoys spending time with his wife and kids, woodworking and building things.