Designations and Licenses

Keith is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Keith provides financial planning and investment management to individuals, foundations and endowments. He is a member of our P&G advisory team and has experience helping current, former and retired Procter & Gamble employees understand their benefits and develop a tax-efficient retirement paycheck. Prior to joining Mariner, Keith served in various roles in the commercial banking industry, where he worked closely with individuals to help them achieve their financial goals.

Keith has a bachelor’s degree in finance from the University of Dayton.

Personal Interests

Keith is an active member of the community and is a graduate of Cincy Next, Class 5. Away from work, he enjoys spending time with his wife and can be found on the golf course on most weekends.