Keith began his career in the financial services industry in 2004 with Legend Equities and transitioned over to Lincoln Investment in 2005. In addition to acting as a fiduciary for his clients, he has his New York, New Jersey and Connecticut Life Insurance, Health and Accident Insurance, and Variable Life / Variable Annuities licenses. Keith also holds the following FINRA registrations:
- Series 6 – Investment Company Products/Variable Contracts Representative
- Series 63 – Uniform Securities Agent
- Series 65 – NASAA Investment Advisors Law Exam
Keith focuses on helping clients look at the complete financial picture. He strives to create well diversified* portfolios through passive and active investment styles using some high quality funds and portfolio managers while being cognizant of cost. The hallmark of his philosophy is to simply understand his client’s rationale, so he can provide top-tier service for his clients and their finances.
He currently resides in Westchester County, NY.
*Diversification does not guarantee a profit or protect against a loss.