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.
- All
- Huntsville, AL
- Washington, D.C.
- Birmingham, AL
- Chattanooga, TN
- Greenville, NC
- Leawood, KS
- Nashville, TN
Joe Agee
Chief Business Development Officer
Amanda L. Ahmed
Director of Operations
Douglas Andre
Chief Wealth Officer & Senior Family Office Counsel
Washington, D.C.
Sue Allen
Client Service Representative
Huntsville, AL
Jay Baird
Investment Team Operations Specialist
Washington, D.C.
Tony Benson, CFA®
Senior Portfolio Manager
LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor
Katie Blackwood
Client Service Representative
Huntsville, AL
Jason Blount
Accounting Director
Cameron Bond, CFP®
Family Wealth Director
Leawood, KS
Miriam S. Boysen, CFP®
Senior Family Wealth Director
Beverly Brackins, CFP®
Wealth Advisor
Tucker V. Braddock
Senior Wealth Advisor
Demetria Braudaway
Client Service Representative
Huntsville, AL
Robert G. Burleson, Jr., CFP® CRPC®
Senior Wealth Advisor
Drew Chapman
Wealth Advisor
John Christensen, JD, CFP®
Senior Family Wealth Director
Leawood, KS
Amber Christopher
Senior Family Office Associate
Washington, DC
Scott Copeland AIFA®
Director of Corporate Services
Jonathan Crawford
Senior Wealth Advisor
Yolanda Davis
Client Relationship Representative
Parker Dean
Family Office Analyst
Nick Despins
Family Office Associate
Washington, D.C.
Tim Doozan, CFP®
Senior Wealth Advisor
Washington, D.C.
Heba Elkenawy
Office Coordinator and Administrative Assistant
Washington, D.C.
Kyle D. Findlay, CFP®
Senior Wealth Advisor
Seth Grabowsky
Investment Operations Analyst
Courtney Green
Senior Investment Operations Analyst
Huntsville, AL
Donna M. Hanson
Events Coordinator
Alex Himmelsteib
Senior Family Office Associate
Washington, D.C.
Scott Jenkins
Director of Information Technology
Huntsville, AL
Natinael Kefle
Client Service Representative
Matt Kerr, CFA®, CFP®
Senior Wealth Advisor
Chattanooga, TN
Christina Keys, CFP®
Client Relationship Manager
Leawood, KS
Vanessa Kraus, CFP®
Family Wealth Manager
Washington, D.C.
Jason D. Landers, CFP®
Senior Wealth Advisor
David L. Little
Wealth Advisor
Matt Martindale
Wealth Advisor
Washington, D.C.
Bart Massey
Family Office Tax Accountant
Washington, D.C.
Robert C. Mayes
Chief Executive Officer
Valerie McPherson
Accounting Manager
Lyle Minton
Chief Investment Officer
Scott Montes
Branch Office Supervisor
Joseph A. Moore, CFP®
Family Wealth Director
Karen Morrison
Investment Operations Specialist
Camden W. Nunery
Family Wealth Director
Thomas O'Brien
Family Office Associate
Washington, D.C.
Thomas O’Connor, CFP®
Senior Wealth Advisor
Huntsville, AL
Dave Parks
Executive Chairman
McCauley Pendergrast
Portfolio Manager
J. Michael Perry
President
Fenn Reeder
Family Office Associate
Washington, D.C.
Drew Singleton
Portfolio Manager
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Gabriela Slattery
Client Service Representative
Washington, D.C.
Steve South
Senior Advisor to the President
Washington, D.C.
Gisle Sorli, CFP®
Wealth Advisor
Michael Stanley
Wealth Advisor
Huntsville, AL
Sandra Stephens
COO/CFO
G. Matthew Thornett
Senior Family Wealth Director
Andrew Thrash
Client Service Representative
Washington, D.C.
Blake Waggoner
Wealth Advisor
Huntsville, AL
Sharon Wales, CRPC®
Client Relationship Manager
Kyle Wegrzyn, CFP®
Wealth Advisor
Huntsville, AL
Becca Williams
Client Relationship Representative
Huntsville, AL
Lisa Wiseman
Wealth Advisor
Rhonda Womack
Family Office Administrator
Washington, D.C.
Rachel Zurich
Executive Assistant
Washington, D.C.
Joe Agee
Chief Business Development Officer
Amanda L. Ahmed
Director of Operations
Sue Allen
Client Service Representative
Huntsville, AL
Katie Blackwood
Client Service Representative
Huntsville, AL
Jason Blount
Accounting Director
Demetria Braudaway
Client Service Representative
Huntsville, AL
Drew Chapman
Wealth Advisor
Scott Copeland AIFA®
Director of Corporate Services
Yolanda Davis
Client Relationship Representative
Kyle D. Findlay, CFP®
Senior Wealth Advisor
Courtney Green
Senior Investment Operations Analyst
Huntsville, AL
Donna M. Hanson
Events Coordinator
Scott Jenkins
Director of Information Technology
Huntsville, AL
Jason D. Landers, CFP®
Senior Wealth Advisor
David L. Little
Wealth Advisor
Robert C. Mayes
Chief Executive Officer
Valerie McPherson
Accounting Manager
Lyle Minton
Chief Investment Officer
Scott Montes
Branch Office Supervisor
Thomas O’Connor, CFP®
Senior Wealth Advisor
Huntsville, AL
McCauley Pendergrast
Portfolio Manager
Michael Stanley
Wealth Advisor
Huntsville, AL
Sandra Stephens
COO/CFO
Blake Waggoner
Wealth Advisor
Huntsville, AL
Sharon Wales, CRPC®
Client Relationship Manager
Kyle Wegrzyn, CFP®
Wealth Advisor
Huntsville, AL
Becca Williams
Client Relationship Representative
Huntsville, AL
Lisa Wiseman
Wealth Advisor
Douglas Andre
Chief Wealth Officer & Senior Family Office Counsel
Washington, D.C.
Jay Baird
Investment Team Operations Specialist
Washington, D.C.
Tony Benson, CFA®
Senior Portfolio Manager
Miriam S. Boysen, CFP®
Senior Family Wealth Director
Tucker V. Braddock
Senior Wealth Advisor
Amber Christopher
Senior Family Office Associate
Washington, D.C.
Parker Dean
Family Office Analyst
Nick Despins
Family Office Associate
Washington, D.C.
Tim Doozan
Senior Wealth Advisor
Heba Elkenawy
Office Coordinator and Administrative Assistant
Washington, D.C.
Seth Grabowsky
Investment Operations Analyst
Alex Himmelsteib
Senior Family Office Associate
Washington, D.C.
Natinael Kefle
Client Service Representative
Vanessa Kraus, CFP®
Family Wealth Manager
Washington, D.C.
Matt Martindale
Wealth Advisor
Washington, D.C.
Bart Massey
Family Office Tax Accountant
Washington, D.C.
Joseph A. Moore, CFP®
Family Wealth Director
Karen Morrison
Investment Operations Specialist
Camden W. Nunery
Family Wealth Director
Thomas O'Brien
Family Office Associate
Washington, D.C.
Dave Parks
Executive Chairman
J. Michael Perry
President
Fenn Reeder
Family Office Associate
Washington, D.C.
Drew Singleton
Portfolio Manager
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Gabriela Slattery
Client Service Representative
Washington, D.C.
Steve South
Senior Advisor to the President
Washington, D.C.
Gisle Sorli, CFP®
Wealth Advisor
G. Matthew Thornett
Senior Family Wealth Director
Andrew Thrash
Client Service Representative
Rhonda Womack
Family Office Administrator
Washington, D.C.
Rachel Zurich
Executive Assistant
Washington, D.C.
Jonathan Crawford
Senior Wealth Advisor
Matt Kerr, CFA®, CFP®
Senior Wealth Advisor
Chattanooga, TN
Robert G. Burleson, Jr., CFP® CRPC®
Senior Wealth Advisor
Greenville, NC
Cameron Bond, CFP®
Family Wealth Director
Leawood, KS
John Christensen, JD, CFP®
Senior Family Wealth Director
Leawood, KS
Christina Keys, CFP®
Client Relationship Manager
Leawood, KS
LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor
Nashville, TN
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.
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.