Since 2004, Keith has helped business owners, entrepreneurs, and families accumulate wealth through goal-based planning to achieve their dream lifestyle and retirement and create multi-generational wealth. His approach – which coordinates all assets – fosters clarity and confidence to financial decisions. Through deep, honest conversations with his clients, Keith creates, implements, and monitors customized financial plans tailored to support their lifestyles and long-term goals.

Prior to 2004, Keith founded The Links Group, advising business owners on corporate finance, business strategy, and technology, and he previously developed product and marketing strategies for Xircon and Fujitsu.

Keith lives in Los Gatos, California, with his two Shih Tzus and enjoys fishing for king salmon in British Columbia, golfing, and traveling.