Keith Kiker knows how to navigate rough waters and not just metaphorically. In his first job out of high school, he worked as a white water rafting guide and then as a backpacking guide. During this three-year stint, he helped students develop the skills they needed to land smartly and safely at their desired destination.

After graduating from Baylor University, Keith worked as a marketing analyst and then as a financial analyst. He quickly realized he preferred a career that made a direct impact on the lives and financial well-being of people and businesses with whom he worked. He also realized his interests in financial planning and investment management created an opportunity to engage his entrepreneurial spirit. His 30+ years in the financial services industry have been a perfect fit.

Keith focuses on his clients’ financial plans, as well as investment and risk management strategies. He also serves as a trusted resource in nearly all aspects of his clients’ personal and professional lives: What to do with a sizeable bonus; the risks and rewards of buying a second home; or better understanding how executive compensation works. Keith is frequently the first person clients call for practical advice when it comes to making decisions that could impact achieving their hopes and dreams. And, does he ever enjoy a good challenge? Whether it’s fixing technology, tucking into a puzzle, or helping a client achieve what might seem like an unachievable goal, Keith’s combination of problem-solving and stick-to-itiveness yields impressive results.

Keith holds his FINRA Series 7, 63, 65 securities registrations, and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds health, life, and long-term care insurance licenses.

Keith and Joe built their firm culture on the shared values of empathy, integrity, and communication. Keith believes the key to long-term client relationships comes down to clear communication and simplifying complex topics into understandable discussions.

Keith is most grateful for his family: his wife, Suzi; their four kids, Shay, Avery, Chaz, and Bo at varying stages of their schooling or careers; and the time they enjoy together. In his downtime, you can find Keith doing anything from gathering with a small group of friends, reading, skiing, playing golf, or playing around with his dogs in the backyard.