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.
- All
- Huntsville, AL
- Washington, D.C.
- Birmingham, AL
- Chattanooga, TN
- Greenville, NC
- Leawood, KS
- Nashville, TN
- Annapolis, MD
Amanda L. Ahmed
Director of Operations
Huntsville, AL
Douglas Andre
Chief Wealth Officer & Senior Family Office Counsel
Washington, D.C.
Jay Baird
Investment Team Operations Specialist
Washington, D.C.
Michael Bates, JD
Chief Operating Officer / Chief Compliance Officer
Huntsville, AL
Tony Benson, CFA®
Senior Portfolio Manager
Washington, D.C.
LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor
Nashville, TN
Katie Blackwood
Client Experience Specialist
Huntsville, AL
Jason Blount
Chief Financial Officer
Huntsville, AL
Cameron Bond, CFP®, CEPA™
Family Wealth Director
Leawood, KS
Beverly Brackins, CFP®
Wealth Advisor
Nashville, TN
Tucker V. Braddock
Senior Wealth Advisor
Annapolis, MD
Demetria Braudaway
Client Service Representative
Huntsville, AL
Brooke Brown
Client Service Representative
Huntsville, AL
Robert G. Burleson, Jr., CFP® CRPC®
Senior Wealth Advisor
Greenville, NC
Drew Chapman
Wealth Advisor
Huntsville, AL
John Christensen, JD, CFP®
Senior Family Wealth Director
Leawood, KS
Amber Christopher
Senior Family Office Associate
Washington, DC
Scott Copeland AIFA®
Director of Corporate Services
Huntsville, AL
Henry Cowan
Wealth Advisor
Huntsville, AL
Jonathan Crawford
Senior Wealth Advisor
Birmingham, AL
Yolanda Davis
Client Relationship Representative
Huntsville, AL
Parker Dean
Junior Portfolio Manager
Washington, D.C.
Nick Despins, CFP®
Senior Family Office Associate
Washington, D.C.
Tim Doozan, CFP®
Senior Wealth Advisor
Washington, D.C.
Aaron Eppard, CFP®
Family Wealth Manager
Washington, D.C.
Kyle D. Findlay, CFP®
Senior Wealth Advisor
Huntsville, AL
Josh Floyd
Financial Planning Analyst
Nashville, TN
W. Caleb Fore, CFP®
Wealth Advisor and Lead Planner
Huntsville, AL
Ethan Gannuch
Client Service Representative
Huntsville, AL
Seth Grabowsky
Senior Investment Operations Analyst
Washington, D.C.
Courtney Green
Senior Investment Operations Analyst
Huntsville, AL
Whit Guthrie
Client Service Representative
Chattanooga, TN
Alex Himmelsteib
Junior Portfolio Manager / Senior Family Office Associate
Washington, D.C.
Scott Jenkins
Director of Information Technology
Huntsville, AL
Natinael Kefle
Strategic Partnership Relationship Manager
Washington, D.C.
Matt Kerr, CFA®, CFP®
Family Wealth Director
Chattanooga, TN
Lena Kooy
Financial Planning Associate
Huntsville, AL
Vanessa Kraus, CFP®
Family Wealth Director
Washington, D.C.
Jason D. Landers, CFP®
Senior Wealth Advisor
Huntsville, AL
David L. Little
Wealth Advisor
Huntsville, AL
Matt Martindale
Wealth Advisor
Annapolis, MD
Bart Massey
Family Office Tax Accountant
Washington, D.C.
Robert C. Mayes
Chief Executive Officer
Huntsville, AL
Valerie McPherson
Accounting Manager
Huntsville, AL
Lyle Minton
Chief Investment Officer
Huntsville, AL
Scott Montes
Branch Office Supervisor
Huntsville, AL
Joseph A. Moore, CFP®
Senior Family Wealth Director
Washington, D.C.
Karen Morrison
Investment Operations Specialist
Washington, D.C.
Thomas O'Brien
Senior Family Office Associate
Washington, D.C.
Thomas O’Connor, CFP®
Senior Wealth Advisor
Huntsville, AL
Steven O'Leary
Senior Wealth Advisor
Annapolis, MD
Anna Orihuela
Client Service Representative
Chattanooga, TN
Brianna Parker
Client Service Representative
Huntsville, AL
Dave Parks
Executive Chairman
Washington, D.C.
Micah Parks
Family Wealth Manager
Washington, D.C.
McCauley Pendergrast
Portfolio Manager
Huntsville, AL
J. Michael Perry
President
Washington, D.C.
Cooper Ramshaw
Family Wealth Associate
Leawood, KS
Fenn Reeder
Family Office Associate
Washington, D.C.
Charles Robinson
Senior Wealth Advisor
Scottsdale, AZ
Carlie Sanchez
Client Experience Specialist
Huntsville, AL
Drew Singleton
Portfolio Manager
Washington, D.C.
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Washington, D.C.
Gabriela Slattery
Client Service Representative
Washington, D.C.
Carrie Slease
Director of Family Philanthropy
Washington, D.C.
Gisle Sorli, CFP®
Wealth Advisor
Annapolis, MD
Steve South
Senior Advisor to the President
Washington, D.C.
Michael Stanley, Jr., MBA, CExP™
Wealth Advisor
Huntsville, AL
Marissa Taylor, CFP®
Senior Client Relationship Manager
Washington, D.C.
G. Matthew Thornett
Senior Family Wealth Director
Washington, D.C.
Blake Waggoner
Wealth Advisor
Huntsville, AL
Sharon Wales, CRPC®
Client Relationship Manager
Huntsville, AL
Kyle Wegrzyn, CTS™, CFP®
Wealth Advisor
Huntsville, AL
Lisa Wiseman
Wealth Advisor
Huntsville, AL
Rhonda Womack
Family Office Administrator
Washington, D.C.
Rachel Zurich
Executive Assistant
Washington, D.C.
Amanda L. Ahmed
Director of Operations
Huntsville, AL
Michael Bates, JD
Chief Operating Officer / Chief Compliance Officer
Huntsville, AL
Katie Blackwood
Client Experience Specialist
Huntsville, AL
Jason Blount
Chief Financial Officer
Huntsville, AL
Demetria Braudaway
Client Service Representative
Huntsville, AL
Brooke Brown
Client Service Representative
Huntsville, AL
Drew Chapman
Wealth Advisor
Huntsville, AL
Scott Copeland AIFA®
Director of Corporate Services
Huntsville, AL
Henry Cowan
Wealth Advisor
Huntsville, AL
Yolanda Davis
Client Relationship Representative
Huntsville, AL
Kyle D. Findlay, CFP®
Senior Wealth Advisor
Huntsville, AL
W. Caleb Fore, CFP®
Wealth Advisor & Lead Planner
Huntsville, AL
Ethan Gannuch
Client Service Representative
Huntsville, AL
Courtney Green
Senior Investment Operations Analyst
Huntsville, AL
Scott Jenkins
Director of Information Technology
Huntsville, AL
Lena Kooy
Financial Planning Associate
Huntsville, AL
Jason D. Landers, CFP®
Senior Wealth Advisor
Huntsville, AL
David L. Little
Wealth Advisor
Huntsville, AL
Robert C. Mayes
Chief Executive Officer
Huntsville, AL
Valerie McPherson
Accounting Manager
Huntsville, AL
Lyle Minton
Chief Investment Officer
Huntsville, AL
Scott Montes
Branch Office Supervisor
Huntsville, AL
Thomas O’Connor, CFP®
Senior Wealth Advisor
Huntsville, AL
Brianna Parker
Client Service Representative
Huntsville, AL
McCauley Pendergrast
Portfolio Manager
Huntsville, AL
Carlie Sanchez
Client Experience Specialist
Huntsville, AL
Michael Stanley, Jr., MBA, CExP™
Wealth Advisor
Huntsville, AL
Blake Waggoner
Wealth Advisor
Huntsville, AL
Sharon Wales, CRPC®
Client Relationship Manager
Huntsville, AL
Kyle Wegrzyn, CFP®
Wealth Advisor
Huntsville, AL
Lisa Wiseman
Wealth Advisor
Huntsville, AL
Douglas Andre
Chief Wealth Officer & Senior Family Office Counsel
Washington, D.C.
Jay Baird
Investment Team Operations Specialist
Washington, D.C.
Tony Benson, CFA®
Senior Portfolio Manager
Washington, D.C.
Amber Christopher
Senior Family Office Associate
Washington, D.C.
Parker Dean
Junior Portfolio Manager
Washington, D.C.
Nick Despins
Senior Family Office Associate
Washington, D.C.
Tim Doozan, CFP®
Senior Wealth Advisor
Washington, D.C.
Aaron Eppard, CFP®
Family Wealth Manager
Washington, D.C.
Seth Grabowsky
Senior Investment Operations Analyst
Washington, D.C.
Alex Himmelsteib
Junior Portfolio Manager / Senior Family Office Associate
Washington, D.C.
Natinael Kefle
Strategic Partnership Relationship Manager
Washington, D.C.
Vanessa Kraus, CFP®
Family Wealth Director
Washington, D.C.
Bart Massey
Family Office Tax Accountant
Washington, D.C.
Joseph A. Moore, CFP®
Senior Family Wealth Director
Washington, D.C.
Karen Morrison
Investment Operations Specialist
Washington, D.C.
Thomas O’Brien
Senior Family Office Associate
Washington, D.C.
Dave Parks
Executive Chairman
Washington, D.C.
Micah Parks
Family Wealth Manager
Washington, D.C.
J. Michael Perry
President
Washington, D.C.
Fenn Reeder
Family Office Associate
Washington, D.C.
Drew Singleton
Portfolio Manager
Washington, D.C.
Steven L. Skancke, Ph.D.
Chief Economic Advisor
Washington, D.C.
Gabriela Slattery
Client Service Representative
Washington, D.C.
Carrie Slease
Director of Family Philanthropy
Washington, D.C.
Steve South
Senior Advisor to the President
Washington, D.C.
Marissa Taylor, CFP®
Senior Client Relationship Manager
Washington, D.C.
G. Matthew Thornett
Senior Family Wealth Director
Washington, D.C.
Rhonda Womack
Family Office Administrator
Washington, D.C.
Rachel Zurich
Executive Assistant
Washington, D.C.
Jonathan Crawford
Senior Wealth Advisor
Birmingham, AL
Whit Guthrie
Client Service Representative
Chattanooga, TN
Matt Kerr, CFA®, CFP®
Family Wealth Director
Chattanooga, TN
Anna Orihuela
Client Service Representative
Chattanooga, TN
Robert G. Burleson, Jr., CFP® CRPC®
Senior Wealth Advisor
Greenville, NC
Cameron Bond, CFP®
Family Wealth Director
Leawood, KS
John Christensen, JD, CFP®
Senior Family Wealth Director
Leawood, KS
Cooper Ramshaw
Family Wealth Associate
Leawood, KS
LeRoy A. Bizzell, Jr., CRCP®
Senior Wealth Advisor
Nashville, TN
Beverly Brackins, CFP®
Wealth Advisor
Nashville, TN
Josh Floyd
Financial Planning Analyst
Nashville, TN
Tucker V. Braddock
Senior Wealth Advisor
Annapolis, MD
Matt Martindale
Wealth Advisor
Annapolis MD
Steven O’Leary
Senior Wealth Advisor
Annapolis, MD
Gisle Sorli, CFP®
Wealth Advisor
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.
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.