FULL BIOGRAPHY
Keith’s journey from the military to financial planning is driven by a singular passion: helping people in his community. He is dedicated to educating clients and creating tailored solutions, helping them navigate their financial futures with more confidence. Keith’s approach is founded on listening to his clients’ concerns and goals to craft a strategy for their specific needs.
Before joining Wood Financial Group, Keith built nearly two decades of experience in finance. He began his career as an intern at Scottrade before enlisting in the U.S. Army. After his honorable discharge, he returned to finance, working his way up through roles like lead trader and retirement consultant. Keith earned a degree in international affairs from Rollins College and holds the 65 securities license, along with the Chartered Retirement Planning Counselor℠ (CRPC®) designation.
Keith lives in Donelson, Tennessee, with his wife, Caroline, and their son, Matthew. They share their home with three dogs: Einstein, Nala and Maple. Outside the office, Keith enjoys smoking brisket and crafting custom knives. Along with his wife, he also spends time fostering at-risk dogs with Wags and Walks Nashville.