Main Bullet points:
- Stop: Start
- Align priorities
- Sales and Prospecting
- The fine art of interrupting, engaging and love
- Team and Systems
- Roots of your thinking
- New Wealth
- T.A.N.S.T.A.A.F.L. principle
Keith has over 20 years of experience in financial analysis and consulting. Since 1995, he has built an independent business based primarily on personal values.
Keith takes an extremely comprehensive approach to provide financial advice, incorporating: Investment, Tax, Estate, Risk Management, and Retirement Planning to help accentuate strengths and help minimize weaknesses found in most financial profiles. Over the past several years as an independent financial advisor, Keith and his team have worked with hundreds of individuals and businesses, helping them invest, manage and balance their financial positions for optimum growth and success.
A popular instructor, Keith was a senior faculty member at the University of Phoenix where he taught thousands of students over the years in such areas as Project Management, Computer Systems and Financial Planning. He frequently writes articles and teaches courses for the public and other professionals, and he has hosted a weekly financial talk show on KFNN, 1590 AM, in Phoenix.
Back in 1983, Keith joined McDonnell Douglas in Mesa, Arizona, where he spent ten years working on high profile projects such as the Apache Helicopter Program as Project Manager, Corporate Trainer, and Financial Analyst. In 1993, with an extensive background in financial analysis and an MBA, Keith decided to leave the mythical security of the corporate world to pursue his long-time dream of owning and operating his own business. Initially, he allied himself with Edward Jones & Company where he received all the necessary certifications before branching out on his own to start Win Win Investment Planning in 1996.
A native of California, Keith currently resides in Gilbert, Arizona with his wife and two sons. He is actively involved in church and community organizations.