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
Family Office Counsel
Tony Benson, CFA®
Senior Portfolio Manager
LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor
Jason Blount
Accounting Director
Cameron Bond
Wealth Advisor
Leawood, KS
Miriam S. Boysen, CFP®
Senior Family Wealth Director
Beverly Brackins, CFP®
Wealth Advisor
Tucker V. Braddock
Senior Wealth Advisor
Phillip Bristow
Investment Operations Analyst
Marshall Brock
Wealth Advisor
Kayley Brown
Client Service Representative
Robert G. Burleson, Jr., CRPC®
Senior Wealth Advisor
Kate Cavin
Junior Portfolio Manager
Drew Chapman
Wealth Advisor
John Christensen, CFP®
Senior Wealth Advisor
Leawood, KS
Scott Copeland AIFA®
Director of Corporate Services
Caroline Crackel
Corporate Services Specialist
Jonathan Crawford
Senior Wealth Advisor
Yolanda Davis
Client Relationship Representative
Parker Dean
Family Office Analyst
Tim Doozan, CFP®
Senior Wealth Advisor
Washington, D.C.
Stephanie East
Administrative Specialist
Kyle D. Findlay, CFP™
Senior Wealth Advisor
Jenna Gowan
Client Service Representative
Leawood, KS
Seth Grabowsky
Investment Operations Analyst
Donna M. Hanson
Events Coordinator
Alex Himmelsteib
Family Wealth Administrator
Kay Renneisen Hughes, CFP®
Senior Wealth Advisor
Scott Jenkins
Director of Information Technology
Natinael Kefle
Client Service Representative
Matt Kerr, CFA®
Senior Wealth Advisor
Christina Keys, CFP®
Client Relationship Manager
Leawood, KS
Jason D. Landers, CFP®
Senior Wealth Advisor
David L. Little
Wealth Advisor
Blake Masterson
Family Wealth Administrator
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 Wealth Administrator
Thomas O’Connor, CFP®
Senior Wealth Advisor
Dave Parks
Executive Chairman
McCauley Pendergrast
Portfolio Manager
J. Michael Perry
President
Christian R. Polito CFP®
Wealth Advisor
Paula Sandlin
Client Relationship Manager
Noah Shertzer
Client Service Representative
Drew Singleton
Portfolio Manager
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Steve South
Chief Wealth Officer
Gisle Sorli, CFP®
Wealth Advisor
Margaret Stephens
Administrative Specialist
Sandra Stephens
COO/CFO
Matt Stys
Client Service Representative
Washington, D.C.
G. Matthew Thornett
Senior Family Wealth Director
Andrew Thrash
Client Service Representative
Washington, D.C.
Blake Waggoner
Investment Associate
Sharon Wales, CRPC®
Client Relationship Manager
Tucker Watts
Wealth Advisor
Kyle Wegrzyn, CFP®
Wealth Advisor
Lisa Wiseman
Wealth Advisor
Rhonda Womack
Office Coordinator
Rachel Zurich
Administrative Assistant
Joe Agee
Chief Business Development Officer
Amanda L. Ahmed
Director of Operations
Jason Blount
Accounting Director
Phillip Bristow
Investment Operations Analyst
Drew Chapman
Wealth Advisor
Scott Copeland AIFA®
Director of Corporate Services
Caroline Crackel
Corporate Services Specialist
Yolanda Davis
Client Relationship Representative
Stephanie East
Administrative Specialist
Kyle D. Findlay, CFP™
Senior Wealth Advisor
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
McCauley Pendergrast
Portfolio Manager
Paula Sandlin
Client Relationship Manager
Margaret Stephens
Administrative Specialist
Sandra Stephens
COO/CFO
Blake Waggoner
Investment Associate
Sharon Wales, CRPC®
Client Relationship Manager
Tucker Watts
Wealth Advisor
Kyle Wegrzyn, CFP®
Wealth Advisor
Lisa Wiseman
Wealth Advisor
Douglas Andre
Family Office Counsel
Tony Benson, CFA®
Senior Portfolio Manager
Miriam S. Boysen, CFP®
Senior Family Wealth Director
Tucker V. Braddock
Senior Wealth Advisor
Kate Cavin
Junior Portfolio Manager
Parker Dean
Family Office Analyst
Tim Doozan
Senior Wealth Advisor
Seth Grabowsky
Investment Operations Analyst
Alex Himmelsteib
Family Wealth Administrator
Natinael Kefle
Client Service Representative
Blake Masterson
Family Wealth Administrator
Joseph A. Moore, CFP®
Family Wealth Director
Karen Morrison
Investment Operations Specialist
Camden W. Nunery
Family Wealth Director
Thomas O'Brien
Family Wealth Administrator
Dave Parks
Executive Chairman
J. Michael Perry
President
Christian R. Polito CFP®
Wealth Advisor
Drew Singleton
Portfolio Manager
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Steve South
Chief Wealth Officer
Gisle Sorli, CFP®
Wealth Advisor
Matt Stys
Client Service Representative
G. Matthew Thornett
Senior Family Wealth Director
Andrew Thrash
Client Service Representative
Rhonda Womack
Office Coordinator
Rachel Zurich
Administrative Assistant
Jonathan Crawford
Senior Wealth Advisor
Marshall Brock
Wealth Advisor
Chattanooga, TN
Kayley Brown
Client Service Representative
Chattanooga, TN
Kay Renneisen Hughes, CFP®
Senior Wealth Advisor
Chattanooga, TN
Matt Kerr, CFA®
Senior Wealth Advisor
Chattanooga, TN
Robert G. Burleson, Jr., CRPC®
Senior Wealth Advisor
Greenville, NC
Cameron Bond
Wealth Advisor
Leawood, KS
John Christensen, CFP®
Senior Wealth Advisor
Leawood, KS
Jenna Gowan
Client Service Representative
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
Noah Shertzer
Client Service Representative
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.