Keith believes that a sound financial plan begins with the client, not the markets. He works to establish appropriate goals, expectations, and risk levels that are focused on each client’s long-term objectives, and reviews the financial areas of clients’ lives that go beyond a portfolio’s return.
Keith holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute. He graduated magna cum laude from the University of Louisville with a B.S in Business Administration and serves on the Board for the CFA Society of Louisville. His experience includes eleven years in the financial services industry, including the past nine years with Stock Yards Bank Wealth Management & Trust. In addition to being a Team Leader for the Investment Team, Keith presides as Chair of the Investment Strategy Committee, and serves on the Investment Policy Committee.
An alumni of Saint Xavier High School, Keith spends his free time golfing at South Park Country Club and on the Golfweek Amateur Tour of Kentucky.