Meet the Keel Point Team

The Keel Point team of financial advisors has comprehensive tools for investment decisions and management, generational wealth management, wealth planning, and retirement planning right at their fingertips. With over 70 dedicated team members across seven offices, Keel Point financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Joe Agee

Joe Agee

Chief Business Development Officer

Huntsville, AL
Amanda L. Ahmed

Amanda L. Ahmed

Director of Operations

Huntsville, AL
Douglas Andre

Douglas Andre

Chief Wealth Officer & Senior Family Office Counsel

Washington, D.C.

LeRoy A. Bizzell, Jr., CRCP®

LeRoy A. Bizzell, Jr., CRCP®

Senior Wealth Advisor

Nashville, TN
Katie Blackwood

Katie Blackwood

Client Service Representative

Huntsville, AL

Jason Blount

Jason Blount

Accounting Director

Huntsville, AL
Cameron Bond, CFP®

Cameron Bond, CFP®

Family Wealth Director

Leawood, KS

Miriam S. Boysen, CFP®

Miriam S. Boysen, CFP®

Senior Family Wealth Director

Washington, D.C.
Beverly Brackins, CFP®

Beverly Brackins, CFP®

Wealth Advisor

Nashville, TN
Tucker V. Braddock

Tucker V. Braddock

Senior Wealth Advisor

Washington, D.C.

Demetria Braudaway

Demetria Braudaway

Client Service Representative

Huntsville, AL

Brooke Brown

Brooke Brown

Client Service Representative

Huntsville, AL

Robert G. Burleson, Jr., CFP® CRPC®

Robert G. Burleson, Jr., CFP® CRPC®

Senior Wealth Advisor

Greenville, NC
Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL
John Christensen, JD, CFP®

John Christensen, JD, CFP®

Senior Family Wealth Director

Leawood, KS

Amber Christopher

Amber Christopher

Senior Family Office Associate

Washington, DC

Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL
Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL
Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL
Parker Dean

Parker Dean

Junior Portfolio Manager

Washington, D.C.

Nick Despins

Nick Despins

Family Office Associate

Washington, D.C.

Tim Doozan, CFP®

Tim Doozan, CFP®

Senior Wealth Advisor

Washington, D.C.

Heba Elkenawy

Heba Elkenawy

Administrative Assistant

Washington, D.C.

Aaron Eppard, CFP®

Aaron Eppard, CFP®

Family Wealth Manager

Washington, D.C.

Kyle D. Findlay, CFP®

Kyle D. Findlay, CFP®

Senior Wealth Advisor

Huntsville, AL
Seth Grabowsky

Seth Grabowsky

Senior Investment Operations Analyst

Washington, D.C.

Whit Guthrie

Whit Guthrie

Client Service Representative

Chattanooga, TN

Courtney Green

Courtney Green

Senior Investment Operations Analyst

Huntsville, AL

Alex Himmelsteib

Alex Himmelsteib

Junior Portfolio Manager / Senior Family Office Associate

Washington, D.C.

Scott Jenkins

Scott Jenkins

Director of Information Technology

Huntsville, AL

Natinael Kefle

Natinael Kefle

Client Service Representative

Washington, D.C.
Matt Kerr, CFA®, CFP®

Matt Kerr, CFA®, CFP®

Senior Wealth Advisor

Chattanooga, TN

Christina Keys, CFP®

Christina Keys, CFP®

Client Relationship Manager

Leawood, KS

Vanessa Kraus, CFP®

Vanessa Kraus, CFP®

Family Wealth Manager

Washington, D.C.

Jason D. Landers, CFP®

Jason D. Landers, CFP®

Senior Wealth Advisor

Huntsville, AL
David L. Little

David L. Little

Wealth Advisor

Huntsville, AL
Matt Martindale

Matt Martindale

Wealth Advisor

Washington, D.C.

Bart Massey

Bart Massey

Family Office Tax Accountant

Washington, D.C.

Robert C. Mayes

Robert C. Mayes

Chief Executive Officer

Huntsville, AL
Valerie McPherson

Valerie McPherson

Accounting Manager

Huntsville, AL
Lyle Minton

Lyle Minton

Chief Investment Officer

Huntsville, AL
Scott Montes

Scott Montes

Branch Office Supervisor

Huntsville, AL
Joseph A. Moore, CFP®

Joseph A. Moore, CFP®

Family Wealth Director

Washington, D.C.
Karen Morrison

Karen Morrison

Investment Operations Specialist

Washington, D.C.
Camden W. Nunery

Camden W. Nunery

Family Wealth Director

Washington, D.C.
Thomas O'Brien

Thomas O'Brien

Family Office Associate

Washington, D.C.

Thomas O’Connor, CFP®

Thomas O’Connor, CFP®

Senior Wealth Advisor

Huntsville, AL

Dave Parks

Dave Parks

Executive Chairman

Washington, D.C.
McCauley Pendergrast

McCauley Pendergrast

Portfolio Manager

Huntsville, AL
J. Michael Perry

J. Michael Perry

President

Washington, D.C.
Fenn Reeder

Fenn Reeder

Family Office Associate

Washington, D.C.

Drew Singleton

Drew Singleton

Portfolio Manager

Washington, D.C.
Steven L. Skancke, Ph.D.

Steven L. Skancke, Ph.D.

Chief Economic Advisor

Washington, D.C.
Gabriela Slattery

Gabriela Slattery

Client Service Representative

Washington, D.C.

Steve South

Steve South

Senior Advisor to the President

Washington, D.C.

Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Washington, D.C.
Michael Stanley

Michael Stanley

Wealth Advisor

Huntsville, AL

Sandra Stephens

Sandra Stephens

COO/CFO

Huntsville, AL
Marissa Taylor, CFP®

Marissa Taylor, CFP®

Senior Client Relationship Manager

Washington, D.C.

Xavier Tazanu

Xavier Tazanu

Client Service Representative

Washington, D.C.

G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.
Andrew Thrash

Andrew Thrash

Client Service Representative

Washington, D.C.

Blake Waggoner

Blake Waggoner

Wealth Advisor

Huntsville, AL

Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL
Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Huntsville, AL

Erik White

Erik White

Client Relationship Manager

Leawood, KS

Becca Williams

Becca Williams

Client Relationship Representative

Huntsville, AL

Lisa Wiseman

Lisa Wiseman

Wealth Advisor

Huntsville, AL
Rhonda Womack

Rhonda Womack

Family Office Administrator

Washington, D.C.

Rachel Zurich

Rachel Zurich

Executive Assistant

Washington, D.C.

Joe Agee

Joe Agee

Chief Business Development Officer

Huntsville, AL
Amanda L. Ahmed

Amanda L. Ahmed

Director of Operations

Huntsville, AL
Katie Blackwood

Katie Blackwood

Client Service Representative

Huntsville, AL

Jason Blount

Jason Blount

Accounting Director

Huntsville, AL
Demetria Braudaway

Demetria Braudaway

Client Service Representative

Huntsville, AL

Brooke Brown

Brooke Brown

Client Service Representative

Huntsville, AL

Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL
Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL
Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL
Kyle D. Findlay, CFP®

Kyle D. Findlay, CFP®

Senior Wealth Advisor

Huntsville, AL
Courtney Green

Courtney Green

Senior Investment Operations Analyst

Huntsville, AL

Scott Jenkins

Scott Jenkins

Director of Information Technology

Huntsville, AL

Jason D. Landers, CFP®

Jason D. Landers, CFP®

Senior Wealth Advisor

Huntsville, AL
David L. Little

David L. Little

Wealth Advisor

Huntsville, AL
Robert C. Mayes

Robert C. Mayes

Chief Executive Officer

Huntsville, AL
Valerie McPherson

Valerie McPherson

Accounting Manager

Huntsville, AL
Lyle Minton

Lyle Minton

Chief Investment Officer

Huntsville, AL
Scott Montes

Scott Montes

Branch Office Supervisor

Huntsville, AL
Thomas O’Connor, CFP®

Thomas O’Connor, CFP®

Senior Wealth Advisor

Huntsville, AL

McCauley Pendergrast

McCauley Pendergrast

Portfolio Manager

Huntsville, AL
Michael Stanley

Michael Stanley

Wealth Advisor

Huntsville, AL

Sandra Stephens

Sandra Stephens

COO/CFO

Huntsville, AL
Blake Waggoner

Blake Waggoner

Wealth Advisor

Huntsville, AL

Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL
Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Huntsville, AL

Becca Williams

Becca Williams

Client Relationship Representative

Huntsville, AL

Lisa Wiseman

Lisa Wiseman

Wealth Advisor

Huntsville, AL
Douglas Andre

Douglas Andre

Chief Wealth Officer & Senior Family Office Counsel

Washington, D.C.

 Jay Baird

Jay Baird

Investment Team Operations Specialist

Washington, D.C.

Tony Benson, CFA®

Tony Benson, CFA®

Senior Portfolio Manager

Washington, D.C.
Miriam S. Boysen, CFP®

Miriam S. Boysen, CFP®

Senior Family Wealth Director

Washington, D.C.
Tucker V. Braddock

Tucker V. Braddock

Senior Wealth Advisor

Washington, D.C.
Amber Christopher

Amber Christopher

Senior Family Office Associate

Washington, D.C.

Parker Dean

Parker Dean

Junior Portfolio Manager

Washington, D.C.

Nick Despins

Nick Despins

Family Office Associate

Washington, D.C.

Tim Doozan

Tim Doozan

Senior Wealth Advisor

Washington, D.C.
Heba Elkenawy

Heba Elkenawy

Administrative Assistant

Washington, D.C.

Aaron Eppard, CFP®

Aaron Eppard, CFP®

Family Wealth Manager

Washington, D.C.

Seth Grabowsky

Seth Grabowsky

Senior Investment Operations Analyst

Washington, D.C.

Alex Himmelsteib

Alex Himmelsteib

Junior Portfolio Manager / Senior Family Office Associate

Washington, D.C.

Natinael Kefle

Natinael Kefle

Client Service Representative

Washington, D.C.
Vanessa Kraus, CFP®

Vanessa Kraus, CFP®

Family Wealth Manager

Washington, D.C.

Matt Martindale

Matt Martindale

Wealth Advisor

Washington, D.C.

Bart Massey

Bart Massey

Family Office Tax Accountant

Washington, D.C.

Joseph A. Moore, CFP®

Joseph A. Moore, CFP®

Family Wealth Director

Washington, D.C.
Karen Morrison

Karen Morrison

Investment Operations Specialist

Washington, D.C.
Camden W. Nunery

Camden W. Nunery

Family Wealth Director

Washington, D.C.
Thomas O'Brien

Thomas O'Brien

Family Office Associate

Washington, D.C.

Dave Parks

Dave Parks

Executive Chairman

Washington, D.C.
J. Michael Perry

J. Michael Perry

President

Washington, D.C.
Fenn Reeder

Fenn Reeder

Family Office Associate

Washington, D.C.

Drew Singleton

Drew Singleton

Portfolio Manager

Washington, D.C.
Steven L. Skancke, Ph.D.

Steven L. Skancke, Ph.D.

Chief Economic Advisor

Washington, D.C.
Gabriela Slattery

Gabriela Slattery

Client Service Representative

Washington, D.C.

Steve South

Steve South

Senior Advisor to the President

Washington, D.C.

Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Washington, D.C.
Marissa Taylor, CFP®

Marissa Taylor, CFP®

Senior Client Relationship Manager

Washington, D.C.

Xavier Tazanu

Xavier Tazanu

Client Service Representative

Washington, D.C.

G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.
Andrew Thrash

Andrew Thrash

Client Service Representative

Washington, D.C.
Rhonda Womack

Rhonda Womack

Family Office Administrator

Washington, D.C.

Rachel Zurich

Rachel Zurich

Executive Assistant

Washington, D.C.

Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL
Whit Guthrie

Whit Guthrie

Client Service Representative

Chattanooga, TN

Matt Kerr, CFA®, CFP®

Matt Kerr, CFA®, CFP®

Senior Wealth Advisor

Chattanooga, TN

Robert G. Burleson, Jr., CFP® CRPC®

Robert G. Burleson, Jr., CFP® CRPC®

Senior Wealth Advisor

Greenville, NC

Cameron Bond, CFP®

Cameron Bond, CFP®

Family Wealth Director

Leawood, KS

John Christensen, JD, CFP®

John Christensen, JD, CFP®

Senior Family Wealth Director

Leawood, KS

Christina Keys, CFP®

Christina Keys, CFP®

Client Relationship Manager

Leawood, KS

Erik White

Erik White

Client Relationship Manager

Leawood, KS

LeRoy A. Bizzell, Jr., CRCP®

LeRoy A. Bizzell, Jr., CRCP®

Senior Wealth Advisor

Nashville, TN

Beverly Brackins, CFP®

Beverly Brackins, CFP®

Wealth Advisor

Nashville, TN

Connect with Keel Point

Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.