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 eight 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

Family Office Counsel

Washington, D.C.
Tony Benson, CFA®

Tony Benson, CFA®

Senior Portfolio Manager

Washington, D.C.
LeRoy A. Bizzell, Jr., CRCP®

LeRoy A. Bizzell, Jr., CRCP®

Senior Wealth Advisor

Nashville, TN
Jason Blount

Jason Blount

Accounting Director

Huntsville, AL
Cameron Bond

Cameron Bond

Wealth Advisor

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.
Phillip Bristow

Phillip Bristow

Investment Operations Analyst

Huntsville, AL
Marshall Brock

Marshall Brock

Wealth Advisor

Chattanooga, TN
Kayley Brown

Kayley Brown

Client Service Representative

Chattanooga, TN
Robert G. Burleson, Jr., CRPC®

Robert G. Burleson, Jr., CRPC®

Senior Wealth Advisor

Greenville, NC
Kate Cavin

Kate Cavin

Junior Portfolio Manager

Washington, D.C.
Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL
John Christensen, CFP®

John Christensen, CFP®

Senior Wealth Advisor

Leawood, KS

Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL
Caroline Crackel

Caroline Crackel

Corporate Services Specialist

Huntsville, AL
Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL
Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL
Parker Dean

Parker Dean

Family Office Analyst

Washington, D.C.
Tim Doozan, CFP®

Tim Doozan, CFP®

Senior Wealth Advisor

Purcellville, VA
Stephanie East

Stephanie East

Administrative Specialist

Huntsville, AL
Kyle D. Findlay, CFP™

Kyle D. Findlay, CFP™

Senior Wealth Advisor

Huntsville, AL
Jenna Gowan

Jenna Gowan

Client Service Representative

Leawood, KS

Seth Grabowsky

Seth Grabowsky

Investment Operations Analyst

Washington, D.C.
Donna M. Hanson

Donna M. Hanson

Events Coordinator

Huntsville, AL
Alex Himmelsteib

Alex Himmelsteib

Family Wealth Administrator

Washington, D.C.
Kay Renneisen Hughes, CFP®

Kay Renneisen Hughes, CFP®

Senior Wealth Advisor

Chattanooga, TN
Scott Jenkins

Scott Jenkins

Director of Information Technology

Huntsville, AL
Natinael Kefle

Natinael Kefle

Client Service Representative

Washington, D.C.
Matt Kerr, CFA®

Matt Kerr, CFA®

Senior Wealth Advisor

Chattanooga, TN
Christina Keys, CFP®

Christina Keys, CFP®

Client Relationship Manager

Leawood, KS

Jason D. Landers, CFP®

Jason D. Landers, CFP®

Senior Wealth Advisor

Huntsville, AL
David L. Little

David L. Little

Wealth Advisor

Huntsville, AL
Blake Masterson

Blake Masterson

Family Wealth Administrator

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 Wealth Administrator

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.
Christian R. Polito CFP®

Christian R. Polito CFP®

Wealth Advisor

Washington, D.C.
Paula Sandlin

Paula Sandlin

Client Relationship Manager

Huntsville, AL
Noah Shertzer

Noah Shertzer

Client Service Representative

Nashville, TN
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.
Steve South

Steve South

Chief Wealth Officer

Washington, D.C.
Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Washington, D.C.
Margaret Stephens

Margaret Stephens

Administrative Specialist

Huntsville, AL
Sandra Stephens

Sandra Stephens

COO/CFO

Huntsville, AL
Matt Stys

Matt Stys

Client Service Representative

Washington, D.C.

G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.
Blake Waggoner

Blake Waggoner

Investment Associate

Huntsville, AL
Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL
Tucker Watts

Tucker Watts

Wealth Advisor

Huntsville, AL
Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Huntsville, AL
Lisa Wiseman

Lisa Wiseman

Wealth Advisor

Huntsville, AL
Rhonda Womack

Rhonda Womack

Office Coordinator

Washington, D.C.
Rachel Zurich

Rachel Zurich

Administrative 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
Jason Blount

Jason Blount

Accounting Director

Huntsville, AL
Phillip Bristow

Phillip Bristow

Investment Operations Analyst

Huntsville, AL
Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL
Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL
Caroline Crackel

Caroline Crackel

Corporate Services Specialist

Huntsville, AL
Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL
Stephanie East

Stephanie East

Administrative Specialist

Huntsville, AL
Kyle D. Findlay, CFP™

Kyle D. Findlay, CFP™

Senior Wealth Advisor

Huntsville, AL
Donna M. Hanson

Donna M. Hanson

Events Coordinator

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
Paula Sandlin

Paula Sandlin

Client Relationship Manager

Huntsville, AL
Margaret Stephens

Margaret Stephens

Administrative Specialist

Huntsville, AL
Sandra Stephens

Sandra Stephens

COO/CFO

Huntsville, AL
Blake Waggoner

Blake Waggoner

Investment Associate

Huntsville, AL
Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL
Tucker Watts

Tucker Watts

Wealth Advisor

Huntsville, AL
Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Huntsville, AL
Lisa Wiseman

Lisa Wiseman

Wealth Advisor

Huntsville, AL
Douglas Andre

Douglas Andre

Family Office Counsel

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.
Kate Cavin

Kate Cavin

Junior Portfolio Manager

Washington, D.C.
Parker Dean

Parker Dean

Family Office Analyst

Washington, D.C.
Seth Grabowsky

Seth Grabowsky

Investment Operations Analyst

Washington, D.C.
Alex Himmelsteib

Alex Himmelsteib

Family Wealth Administrator

Washington, D.C.
Natinael Kefle

Natinael Kefle

Client Service Representative

Washington, D.C.
Blake Masterson

Blake Masterson

Family Wealth Administrator

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 Wealth Administrator

Washington, D.C.
Dave Parks

Dave Parks

Executive Chairman

Washington, D.C.
J. Michael Perry

J. Michael Perry

President

Washington, D.C.
Christian R. Polito CFP®

Christian R. Polito CFP®

Wealth Advisor

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.
Steve South

Steve South

Chief Wealth Officer

Washington, D.C.
Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Washington, D.C.
Matt Stys

Matt Stys

Client Service Representative

Washington, D.C.
G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.
Rhonda Womack

Rhonda Womack

Office Coordinator

Washington, D.C.
Rachel Zurich

Rachel Zurich

Administrative Assistant

Washington, D.C.
Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL
Marshall Brock

Marshall Brock

Wealth Advisor

Chattanooga, TN

Kayley Brown

Kayley Brown

Client Service Representative

Chattanooga, TN

Kay Renneisen Hughes, CFP®

Kay Renneisen Hughes, CFP®

Senior Wealth Advisor

Chattanooga, TN

Matt Kerr, CFA®

Matt Kerr, CFA®

Senior Wealth Advisor

Chattanooga, TN

Robert G. Burleson, Jr., CRPC®

Robert G. Burleson, Jr., CRPC®

Senior Wealth Advisor

Greenville, NC

Cameron Bond

Cameron Bond

Wealth Advisor

Leawood, KS

John Christensen, CFP®

John Christensen, CFP®

Senior Wealth Advisor

Leawood, KS

Jenna Gowan

Jenna Gowan

Client Service Representative

Leawood, KS

Christina Keys, CFP®

Christina Keys, CFP®

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

Noah Shertzer

Noah Shertzer

Client Service Representative

Nashville, TN

Tim Doozan, CFP®

Tim Doozan, CFP®

Senior Wealth Advisor

Purcellville, VA

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.