Keith helps members pursue their goals with a holistic approach to financial wellness. With over 16 years of experience as a financial advisor to families, individuals, and small businesses, he focuses on financial planning, pre and post retirement planning, and portfolio management. He has his life insurance license and Series 7, 66, 6, and 63 registrations through LPL Financial. Keith lives in Lunenburg with his wife and two sons. Together they love traveling, motorcycles, classic cars, and spending time as a family.