We Specialize In
- Independent Wealth Management
- Wealth Management Specialists
- Financial Advisor Services
- Asset Management Services
- Retirement Accumulation Services
- Estate Planning Services
Hours of Operation
Mon – Thurs: 9am – 5pm
Friday: 9am – 12pm
Customer Contact Hours:
By Appointment Only
Keith graduated from Texas A&M University in 1991 with a BS in economics and a minor in psychology. His current role is a perfect marriage of those two distinct disciplines of education.
After graduation, he began his career as a stockbroker with F.N. Wolf & Co., Investment Bankers. Since then, he has been a branch manager at Charles Schwab, TD Ameritrade, and United Capital Financial Partners.
Keith was a partner at the independent firm of Stabil Capital Management. After the successful sale of that business, Keith spent a few years at the mutual fund company Waddell & Reed. In 2012, he left there to open the locally owned and operated Austin Divorce Planners. In 2018, he joined Austin Wealth Specialists as a Senior Partner.
In 2020, Keith purchased Austin Wealth Specialists and is now the sole owner and Senior Partner. Also that year, he was joined by Stacey Stoker as his assistant. In addition to Stacey, he is mentoring two future planners, currently interns, Beau Hanley and Preston Seale.