100 Tolland Turnpike Suite 204
Manchester, CT 06042
Keith, a CERTIFIED FINANCIAL PLANNER™ and CHARTERED LIFE UNDERWRITER, has been in the financial services industry since 2000. He works with business owners, high net worth individuals and families in the areas of insurance, business and estate planning. The areas of focus include business succession, executive benefits, estate conservation, wealth counseling 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 and several National Association of Insurance and Financial Advisors (NAIFA) chapter meetings. His other achievements include:
- Member of MetLife's Producer Hall of Fame
- Hartford Business Journal "40 Under Forty" Award recipient
- New England Financial America's Council, Platinum and Leaders qualifier
- NAIFA Quality Award recipient
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 received awards for being 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 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. 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 watching his two boys participate in sports. Keith resides in Ellington, CT with his wife, Kris, and two sons, Jackson and Devin.
- Insurance Strategies
- Business Owners
- Special Care
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Keith’s Licenses and Disclosures