Financial Education and Insurance and Public Speaker in Charlotte, NC, United States
- Financial Educator based in Charlotte, North Carolina.
- Owns and operates an insurance agency, providing services to clients throughout North Carolina and South Carolina.
- Featured financial expert in the documentary Retirement Everest, where he shares insights on retirement planning, income distribution, and strategies designed to help retirees build greater financial confidence.
- Featured across major national news networks, with recognition from numerous FOX, ABC, NBC, and CBS affiliated news outlets following his appearance in Retirement Everest. The widespread media coverage highlights his expertise in retirement planning, including income planning, longevity risk, market volatility, and decumulation strategies.
- Through his educational approach, Keith continues to help retirees and pre-retirees understand strategies designed to protect, preserve, and maximize their retirement years.