Founder & Managing Principal

Founder & Managing Principal

Keith has been advising Montana families regarding their finances for the past 25 years. He provides guidance and direction for generations of Montanans, as they prepare for the challenging and fulfilling chapter of life called retirement.

Financial Certifications &#38; Securities Licenses<b></b>

Financial Certifications & Securities Licenses

Keeping Pace with Current Financial Tools and Best Practices:

Keith holds the Envestnet Essential Advisor™ Certification, providing him advanced knowledge and skills to advise you regarding financial decision-making for every stage of your life, such as funding a college education, purchasing a second home, supporting aging parents, losing a spouse, selling a business and planning for healthcare expenses during retirement.

He maintains multiple financial licenses enabling him to provide comprehensive financial advice,including Series 6, 7, 22, 63 and 65 securities licenses and insurance licenses for Life, Health and Disability.

On a Personal Note

On a Personal Note

Embracing the Life and Pastimes of Montanans:

A third generation Montanan, Keith was raised on a ranch in north central Montana. He lives in Great Falls, Montana with his wife Katy. He enjoys spending time with his family, including four stepchildren nine grandchildren, and one great grandchild. He also really enjoys gardening and yard work. Within the next few years he hopes to visit Scotland and find the childhood home of his grandmother.

Why Keystone Planning Group?

Retirement is a journey rather than a destination. Our job is to keep you on track.

Click HERE to find out how!