Keith began his practice in 2004 with Ameriprise Financial Services before seeking the flexibility and independence he has found as part of the Danielson Financial Group and LPL Financial since 2012. Keith is a Chartered Retirement Planning Counselor (CRPC®), an LPL Investment Advisor Representative and an LPL Registered Representative.
Keith strongly believes that to provide quality advice about a client’s finances requires a comprehensive approach. Managing investments must include considering a client’s tax strategy, risk tolerances and time horizons as well as the underlying purpose of the invested funds. With a client-focused, comprehensive plan in place and reviewed regularly, Keith strives each day, working one on one with his clients, to help them pursue their goals. He is grateful to all those who entrust him with the personal details of their finances and who allow him to make a career of being their trusted advisor.
Keith graduated with an Associate’s Degree from Ricks College in Idaho (now known as BYU-Idaho) before serving a 2 year mission for The Church of Jesus Christ of Latter-Day Saints. After returning from his mission he completed a Bachelor’s Degree from California State University Fullerton. Keith currently holds the Series 7 and 66 securities registrations with LPL Financial and is registered in numerous states. He also has his life and health insurance licenses.
Outside of work, Keith is blessed and proud to be married to the former Christina Jo Turner (since 2002) and to be the father of four amazing children; Tyler (born 2005), Amy Noelle (2007), Stacy Jo (2011) and Alyssa Elaine (2013). Tyler, Amy and Stacy love Soccer and their parents love watching them play and shouting louder than the other parents. The blessed day has finally arrived with all 4 kids now in school full-time which gives Christina a little more free time every day and Keith and Christina get to have lunch together more often. Keith and his family are active in service at their church; Keith has been a lifelong supporter of the Boy Scouts of America and is himself an Eagle Scout Award recipient.
CRPC conferred by College for Financial Planning.