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.

Amanda L. Ahmed

Amanda L. Ahmed

Director of Operations

Huntsville, AL

Emma Anderson

Emma Anderson

Financial Planner

Huntsville, AL

Douglas Andre

Douglas Andre

Senior Family Office Counsel

Washington, D.C.

 Jay Baird

Jay Baird

Investment Team Operations Specialist

Washington, D.C.

Davis Baldwin

Davis Baldwin

Family Office Associate

Washington, D.C.

Michael Bates, JD

Michael Bates, JD

Chief Operating Officer / Chief Compliance Officer

Huntsville, AL

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

Katie Blackwood

Katie Blackwood

Client Experience Specialist

Huntsville, AL

Jason Blount

Jason Blount

Chief Financial Officer

Huntsville, AL

Beverly Brackins, CFP®

Beverly Brackins, CFP®

Wealth Advisor

Nashville, TN

Tucker V. Braddock

Tucker V. Braddock

Senior Wealth Advisor

Annapolis, MD

Demetria Braudaway

Demetria Braudaway

Client Service Representative

Huntsville, AL

Brooke Brown

Brooke Brown

Client Service Representative

Huntsville, AL

Robert G. Burleson, Jr., CFP® CRPC®

Robert G. Burleson, Jr., CFP® CRPC®

Senior Wealth Advisor

Greenville, NC

Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL

Amber Christopher

Amber Christopher

Family Wealth Manager

Washington, DC

Michelle H. Cook

Michelle H. Cook

Wealth Advisor

Birmingham, AL 

Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL

Henry Cowan

Henry Cowan

Wealth Advisor

Huntsville, AL

Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL

Traci Crowder

Traci Crowder

Client Service Representative

Huntsville, AL

Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL

Parker Dean

Parker Dean

Junior Portfolio Manager

Washington, D.C.

Nick Despins, CFP®

Nick Despins, CFP®

Senior Family Office Associate

Washington, D.C.

Tim Doozan, CFP®

Tim Doozan, CFP®

Senior Wealth Advisor

Washington, D.C.

Aaron Eppard, CFP®

Aaron Eppard, CFP®

Family Wealth Manager

Washington, D.C.

Kyle D. Findlay, CFP®

Kyle D. Findlay, CFP®

Senior Wealth Advisor

Huntsville, AL

Josh Floyd

Josh Floyd

Wealth Advisor

Nashville, TN

W. Caleb Fore, CFP®

W. Caleb Fore, CFP®

Wealth Advisor and Lead Planner

Huntsville, AL

Ethan Gannuch

Ethan Gannuch

Client Service Representative

Huntsville, AL

Seth Grabowsky

Seth Grabowsky

Senior Investment Operations Analyst

Washington, D.C.

Courtney Green

Courtney Green

Senior Investment Operations Analyst

Huntsville, AL

Whit Guthrie

Whit Guthrie

Client Service Representative

Chattanooga, TN

Alex Himmelsteib

Alex Himmelsteib

Junior Portfolio Manager / Senior Family Office Associate

Washington, D.C.

Scott Jenkins

Scott Jenkins

Director of Information Technology

Huntsville, AL

Natinael Kefle

Natinael Kefle

Strategic Partnership Relationship Manager

Washington, D.C.

Matt Kerr, CFA®, CFP®

Matt Kerr, CFA®, CFP®

Family Wealth Director

Chattanooga, TN

Vanessa Kraus, CFP®

Vanessa Kraus, CFP®

Family Wealth Director

Washington, D.C.

Jason D. Landers, CFP®

Jason D. Landers, CFP®

Senior Wealth Advisor

Huntsville, AL

David L. Little

David L. Little

Wealth Advisor

Huntsville, AL

Matt Martindale

Matt Martindale

Wealth Advisor

Annapolis, MD

Bart Massey

Bart Massey

Family Office Tax Accountant

Washington, D.C.

Robert C. Mayes

Robert C. Mayes

Chief Executive Officer

Huntsville, AL

Alex McCay

Alex McCay

Accounting Analyst

Huntsville, AL

Valerie McPherson

Valerie McPherson

Accounting Manager

Huntsville, AL

Lyle Minton

Lyle Minton

Chief Investment Officer

Huntsville, AL

Joseph A. Moore, CFP®

Joseph A. Moore, CFP®

Chief Wealth Officer

Washington, D.C.

Karen Morrison

Karen Morrison

Investment Operations Specialist

Washington, D.C.

Virginia Nixon

Virginia Nixon

Wealth Advisor

Huntsville, AL

Thomas O'Brien

Thomas O'Brien

Senior Family Office Associate

Washington, D.C.

Thomas O’Connor, CFP®

Thomas O’Connor, CFP®

Senior Wealth Advisor

Huntsville, AL

Erin O'Leary

Erin O'Leary

Client Service Representative

Annapolis, MD

Steven O'Leary

Steven O'Leary

Senior Wealth Advisor

Annapolis, MD

Anna Orihuela

Anna Orihuela

Client Service Representative

Chattanooga, TN

Brianna Parker

Brianna Parker

Wealth Advisor

Huntsville, AL

Dave Parks

Dave Parks

Executive Chairman

Washington, D.C.

Lauren Peart

Lauren Peart

Senior Family Office Analyst

Washington, D.C.

McCauley Pendergrast

McCauley Pendergrast

Portfolio Manager

Huntsville, AL

J. Michael Perry

J. Michael Perry

President

Washington, D.C.

Fenn Reeder

Fenn Reeder

Senior Family Office Associate

Washington, D.C.

Charles Robinson

Charles Robinson

Senior Wealth Advisor

Scottsdale, AZ

Carlie Sanchez

Carlie Sanchez

Client Experience Specialist

Huntsville, AL

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.

Gabriela Slattery

Gabriela Slattery

Client Service Representative

Washington, D.C.

Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Annapolis, MD

Steve South

Steve South

Senior Advisor to the President

Washington, D.C.

Michael Stanley, Jr., MBA, CExP™

Michael Stanley, Jr., MBA, CExP™

Wealth Advisor

Huntsville, AL

Marissa Taylor, CFP®

Marissa Taylor, CFP®

Senior Client Relationship Manager

Washington, D.C.

G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.

Blake Waggoner

Blake Waggoner

Wealth Advisor

Huntsville, AL

Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL

Kyle Wegrzyn, CTS™, CFP®

Kyle Wegrzyn, CTS™, CFP®

Wealth Advisor

Huntsville, AL

Lisa Wiseman

Lisa Wiseman

Senior Wealth Advisor

Huntsville, AL

Rhonda Womack

Rhonda Womack

Family Office Administrator

Washington, D.C.

Rachel Zurich

Rachel Zurich

Family Office Marketing Director

Washington, D.C.

Amanda L. Ahmed

Amanda L. Ahmed

Director of Operations

Huntsville, AL

Emma Anderson

Emma Anderson

Financial Planner

Huntsville, AL

Michael Bates, JD

Michael Bates, JD

Chief Operating Officer / Chief Compliance Officer

Huntsville, AL

Katie Blackwood

Katie Blackwood

Client Experience Specialist

Huntsville, AL

Jason Blount

Jason Blount

Chief Financial Officer

Huntsville, AL

Demetria Braudaway

Demetria Braudaway

Client Service Representative

Huntsville, AL

Brooke Brown

Brooke Brown

Client Service Representative

Huntsville, AL

Drew Chapman

Drew Chapman

Wealth Advisor

Huntsville, AL

Scott Copeland AIFA®

Scott Copeland AIFA®

Director of Corporate Services

Huntsville, AL

Henry Cowan

Henry Cowan

Wealth Advisor

Huntsville, AL

Traci Crowder

Traci Crowder

Client Service Representative

Huntsville, AL

Yolanda Davis

Yolanda Davis

Client Relationship Representative

Huntsville, AL

Kyle D. Findlay, CFP®

Kyle D. Findlay, CFP®

Senior Wealth Advisor

Huntsville, AL

W. Caleb Fore, CFP®

W. Caleb Fore, CFP®

Wealth Advisor & Lead Planner

Huntsville, AL

Ethan Gannuch

Ethan Gannuch

Client Service Representative

Huntsville, AL

Courtney Green

Courtney Green

Senior Investment Operations Analyst

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

Alex McCay

Alex McCay

Accounting Analyst

Huntsville, AL

Valerie McPherson

Valerie McPherson

Accounting Manager

Huntsville, AL

Lyle Minton

Lyle Minton

Chief Investment Officer

Huntsville, AL

Virginia Nixon

Virginia Nixon

Wealth Advisor

Huntsville, AL

Thomas O’Connor, CFP®

Thomas O’Connor, CFP®

Senior Wealth Advisor

Huntsville, AL

Brianna Parker

Brianna Parker

Wealth Advisor

Huntsville, AL

McCauley Pendergrast

McCauley Pendergrast

Portfolio Manager

Huntsville, AL

Carlie Sanchez

Carlie Sanchez

Client Experience Specialist

Huntsville, AL

Michael Stanley, Jr., MBA, CExP™

Michael Stanley, Jr., MBA, CExP™

Wealth Advisor

Huntsville, AL

Blake Waggoner

Blake Waggoner

Wealth Advisor

Huntsville, AL

Sharon Wales, CRPC®

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL

Kyle Wegrzyn, CFP®

Kyle Wegrzyn, CFP®

Wealth Advisor

Huntsville, AL

Lisa Wiseman

Lisa Wiseman

Senior Wealth Advisor

Huntsville, AL

Douglas Andre

Douglas Andre

Senior Family Office Counsel

Washington, D.C.

Jay Baird

Jay Baird

Investment Team Operations Specialist

Washington, D.C.

Davis Baldwin

Davis Baldwin

Family Office Associate

Washington, D.C.

Tony Benson, CFA®

Tony Benson, CFA®

Senior Portfolio Manager

Washington, D.C.

Amber Christopher

Amber Christopher

Family Wealth Manager

Washington, D.C.

Parker Dean

Parker Dean

Junior Portfolio Manager

Washington, D.C.

Nick Despins

Nick Despins

Senior Family Office Associate

Washington, D.C.

Tim Doozan, CFP®

Tim Doozan, CFP®

Senior Wealth Advisor

Washington, D.C.

Aaron Eppard, CFP®

Aaron Eppard, CFP®

Family Wealth Manager

Washington, D.C.

Seth Grabowsky

Seth Grabowsky

Senior Investment Operations Analyst

Washington, D.C.

Alex Himmelsteib

Alex Himmelsteib

Junior Portfolio Manager / Senior Family Office Associate

Washington, D.C.

Natinael Kefle

Natinael Kefle

Strategic Partnership Relationship Manager

Washington, D.C.

Vanessa Kraus, CFP®

Vanessa Kraus, CFP®

Family Wealth Director

Washington, D.C.

Bart Massey

Bart Massey

Family Office Tax Accountant

Washington, D.C.

Joseph A. Moore, CFP®

Joseph A. Moore, CFP®

Chief Wealth Officer

Washington, D.C.

Karen Morrison

Karen Morrison

Investment Operations Specialist

Washington, D.C.

Thomas O’Brien

Thomas O’Brien

Senior Family Office Associate

Washington, D.C.

Dave Parks

Dave Parks

Executive Chairman

Washington, D.C.

Lauren Peart

Lauren Peart

Senior Family Office Analyst

Washington, D.C.

J. Michael Perry

J. Michael Perry

President

Washington, D.C.

Fenn Reeder

Fenn Reeder

Senior Family Office Associate

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.

Gabriela Slattery

Gabriela Slattery

Client Service Representative

Washington, D.C.

Steve South

Steve South

Senior Advisor to the President

Washington, D.C.

Marissa Taylor, CFP®

Marissa Taylor, CFP®

Senior Client Relationship Manager

Washington, D.C.

G. Matthew Thornett

G. Matthew Thornett

Senior Family Wealth Director

Washington, D.C.

Rhonda Womack

Rhonda Womack

Family Office Administrator

Washington, D.C.

Rachel Zurich

Rachel Zurich

Executive Assistant

Washington, D.C.

Michelle H. Cook

Michelle H. Cook

Wealth Advisor

Birmingham, AL 

Jonathan Crawford

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL

Whit Guthrie

Whit Guthrie

Client Service Representative

Chattanooga, TN

Matt Kerr, CFA®, CFP®

Matt Kerr, CFA®, CFP®

Family Wealth Director

Chattanooga, TN

Anna Orihuela

Anna Orihuela

Client Service Representative

Chattanooga, TN

Robert G. Burleson, Jr., CFP® CRPC®

Robert G. Burleson, Jr., CFP® CRPC®

Senior Wealth Advisor

Greenville, NC

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

Josh Floyd

Josh Floyd

Wealth Advisor

Nashville, TN

Tucker V. Braddock

Tucker V. Braddock

Senior Wealth Advisor

Annapolis, MD

Matt Martindale

Matt Martindale

Wealth Advisor

Annapolis, MD

Steven O’Leary

Steven O’Leary

Senior Wealth Advisor

Annapolis, MD

Gisle Sorli, CFP®

Gisle Sorli, CFP®

Wealth Advisor

Annapolis, MD

Erin O'Leary

Erin O'Leary

Client Service Representative

Annapolis, MD

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 seven convenient locations to serve clients throughout the United States.