I love the Freedoms that I have as an entrepreneurial advisor at Keating. I can focus on serving my clients and spending time with my family while Keating takes care of all the administrative functions of running my practice.
I value the collaboration culture within Keating. Keating’s advisor roster carries an extraordinary depth of knowledge regarding nearly all wealth management and financial planning concepts and strategies, and the team culture allows us all to serve our clients with an exceptional level of excellence.
“As a solo practitioner over the last 12 years, I felt it necessary to align myself with the right team to help enhance both the client experience, along with helping me the business owner and financial advisor reach my full potential”
“I joined Keating after 30 years in the business for the opportunity to collaborate with other advisors, with a wide range of expertise, so we can learn from each other and support each other as we seek to improve the lives of our clients.”