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.

Jay Baird
Investment Team Operations Specialist
Washington, D.C.

Tony Benson, CFA®
Senior Portfolio Manager

LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor

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

Kayley Brown
Client Service Representative

Kim Brown
Client Service Representative

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
Family Office Associate
Washington, D.C.

Kay Renneisen Hughes, CFP®
Senior Wealth Advisor

Scott Jenkins
Director of Information Technology

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
Client Service Representative
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.

Kristy Wade
Wealth Advisor, Financial Planning Associate

Blake Waggoner
Wealth Advisor
Huntsville, AL

Sharon Wales, CRPC®
Client Relationship Manager

Kyle Wegrzyn, CFP®
Wealth Advisor
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

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

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

Kristy Wade
Wealth Advisor, Financial Planning Associate

Blake Waggoner
Wealth Advisor
Huntsville, AL

Sharon Wales, CRPC®
Client Relationship Manager

Kyle Wegrzyn, CFP®
Wealth Advisor
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
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
Client Service Representative
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

Kayley Brown
Client Service Representative
Chattanooga, TN

Kay Renneisen Hughes, CFP®
Senior Wealth Advisor
Chattanooga, TN

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

Kim Brown
Client Service Representative
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.