Keith, a CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED LIFE UNDERWRITER, has been in the financial services industry since April 2000. He works with business owners, high net worth individuals and families in assisting them with their insurance needs, retirement, business and estate planning. The areas of focus include business succession, executive benefits, estate conservation, wealth management and retirement planning. He has qualified for the Million Dollar Round Table every full year he has been in the business. He has also qualified for and is a Life Member of the prestigious Top of the Table representing the top (less than 1%) insurance and financial professionals in the world. Keith has been featured in LIFE Foundation videos and has spoken at the Million Dollar Round Table as well as several National Association of Insurance and Financial Advisors (NAIFA) chapter meetings. His other past achievements include:
- Forbes 2022 & 2023 Top CT Financial Security Professionals
- Member of MetLife's Producer Hall of Fame
- Hartford Business Journal "40 Under Forty" Award recipient
- MassMutual Wealth Management & Blue Chip qualifier
- New England Financial America's Council, Platinum and Leaders qualifier
Keith received his B.A. in Economics from Trinity College in Hartford, CT where he was an All-American and Academic All-American basketball player. In Keith's junior and senior years at Trinity College, he was chosen as the top male student-athlete in his class. Keith was also one of six recipients of the Senior Achievement Award for Trinity College's Class of 1996. In 2006, Keith was inducted into the New England Basketball Hall of Fame. He was also inducted into the Kingswood Oxford School Athletic Hall of Fame and Manchester Sports Hall of Fame in 2016.
Keith’s involvement in the local community goes beyond the insurance and financial services business. He is currently a member of the Board of Trustees of Kingswood Oxford School and Hartford Youth Scholars. In the past, Keith's community activities have included serving as a member of the Board of Trustees of Eastern Connecticut Health Network (ECHN), as well as the Chair of ECHN's Finance Committee. He also served as Corporator at Rockville Bank, co-chair of the Jack Mason/ECHN Memorial Golf Tournament, a board member of both NAIFA-Hartford and the Trinity College Club of Hartford, executive board member of the Tolland Fund, and Board of Trustees member of Hebrew Home & Healthcare.
Keith gets a tremendous amount of enjoyment in staying active and spending time with his family. Keith resides in Ellington, CT with his wife, Kris, and two sons, Jackson and Devin.