Keith serves as Tanglewood’s Director of Wealth Planning, leading the firm’s Wealth Advisory team and helping individuals and families make informed financial decisions with confidence. He believes the best financial advice begins with understanding what matters most to each client and developing practical strategies that align with their values, priorities, and long-term goals.

Known for his thoughtful approach and communication, Keith builds lasting relationships founded on trust, transparency, and accountability. He works closely with clients to simplify complex financial matters, navigate life’s transitions, and provide clear, objective guidance so they can move forward with confidence. In addition to serving clients, Keith is Tanglewood’s Chief Compliance Officer, overseeing the firm’s regulatory compliance program and Securities and Exchange Commission filings.

Keith has dedicated his entire professional career to the financial services industry. Before joining Tanglewood in 2002, he served as a Wealth Advisor with several nationally recognized financial institutions and advisory firms, giving him more than three decades of experience helping clients pursue their financial goals.

Originally from Omaha, Nebraska, Keith moved to Houston in 1986. He and his wife, Dawn, have two children, Grace and Grant. Away from the office, Keith enjoys restoring and racing classic cars, spending time in the garage on his latest project, and fishing along the Texas Gulf Coast.

• Bachelor of Business Administration in Finance, Sam Houston State University
• Personal Financial Planning Program, University of Houston
• CERTIFIED FINANCIAL PLANNER® professional