About Keith
For more than 30 years, Keith has been dedicated to helping individuals, families and small business owners achieve their financial goals through sound planning and investment management solutions. He has extensive experience guiding individuals through their transition into retirement and mapping out the financial considerations to ensure they can retire comfortably. When working with clients, Keith covers all aspects of financial planning to help them make good decisions that support their goals.
Keith began his career in an advisory role at a national firm specializing in comprehensive financial planning. He enjoyed that the profession allowed him to take his knowledge of finance and use it to help people work toward their ideal lifestyle. That led Keith to start his own financial planning firm, LifePlan Financial Advisory Group, in Rochester Hills, Michigan, in 2000. Keith became a wealth advisor for Buckingham Strategic Wealth when LifePlan joined Buckingham in 2023.
Having served as a financial advisor for three decades, the thing that Keith loves the most is having the ability to make a positive impact on his clients’ lives and work alongside them over many years, through all the twists and turns of life. Keith received a Bachelor of Business Administration in accounting from Grand Valley State University. He has also earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant and Chartered Life Underwriter designations.
Keith and his wife, Michelle, live in Metamora with their five children. In his spare time, you can find him doing all his favorite activities with family, including cooking a meal together, enjoying the great outdoors and tinkering at their old house built in 1853. They are also active members of their local church.
For more than 30 years, Keith has been dedicated to helping individuals, families and small business owners achieve their financial goals through sound planning and investment management solutions. He has extensive experience guiding individuals through their transition into retirement and mapping out the financial considerations to ensure they can retire comfortably. When working with clients, Keith covers all aspects of financial planning to help them make good decisions that support their goals.
Keith began his career in an advisory role at a national firm specializing in comprehensive financial planning. He enjoyed that the profession allowed him to take his knowledge of finance and use it to help people work toward their ideal lifestyle. That led Keith to start his own financial planning firm, LifePlan Financial Advisory Group, in Rochester Hills, Michigan, in 2000. Keith became a wealth advisor for Buckingham Strategic Wealth when LifePlan joined Buckingham in 2023.
Having served as a financial advisor for three decades, the thing that Keith loves the most is having the ability to make a positive impact on his clients’ lives and work alongside them over many years, through all the twists and turns of life. Keith received a Bachelor of Business Administration in accounting from Grand Valley State University. He has also earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant and Chartered Life Underwriter designations.
Keith and his wife, Michelle, live in Metamora with their five children. In his spare time, you can find him doing all his favorite activities with family, including cooking a meal together, enjoying the great outdoors and tinkering at their old house built in 1853. They are also active members of their local church.