,CFP®
Keith helps clients gain a clear understanding of their complete financial picture to help support thoughtful, informed decision-making. He works with individuals and families to coordinate investment, tax, and estate planning strategies aligned with their long-term goals. Keith particularly enjoys working with multi-generational families, helping parents and their adult children navigate important financial decisions together.
Drawing on his background in education, Keith believes financial planning should be approachable, understandable, and empowering. He focuses on helping clients better understand their financial circumstances and the factors that may influence financial decisions at different stages of life. He values long-term professional relationships grounded in communication, transparency, and trust.
Keith has 14 years of experience in financial services. He joined Modera in May 2026 after spending 12 years as a Financial Advisor with PNC Wealth Management, where he advised clients on a wide range of wealth management and comprehensive financial planning matters.
Keith earned a Bachelor of Science in Social Science Education from Florida State University and is a CERTIFIED FINANCIAL PLANNER® professional.
What do you value most in your client relationships?
What I value most in client relationships is trust, and I believe trust is built through consistency. Life and finances are always changing, but my clients know they’ll get the same version of me every time we connect. I strive to be a dependable resource who is available to listen, provide guidance, and help them work through both exciting opportunities and difficult decisions. Being that steady presence is the most meaningful way I can serve my clients.
What sparked your interest in financial planning? What fuels you every day in your work?
My path to financial planning wasn’t a direct one. I originally thought I’d end up teaching history and coaching basketball, but after college I discovered a passion for helping people understand complex financial concepts while working in the mortgage industry. Today, what fuels me is helping clients gain clarity and confidence as they make important financial decisions.
What do you enjoy most about working at Modera?
What I enjoy most about working at Modera is the collaborative, team-based approach we bring to serving our clients. Delivering the best outcomes isn’t something one person can do alone—it takes a group of dedicated professionals working together toward a shared goal. It’s incredibly rewarding to be part of a team where everyone is aligned and committed to providing an exceptional client experience.
Where did you grow up? Where do you live now?
I was born in Jacksonville, Florida. After graduating from Florida State University, I moved back to Jacksonville Beach, where I began my career in financial services. I relocated to Charlotte in 2014 for a new opportunity and to be closer to my older brother and his family. Now Charlotte is home to my wife Jordan and our twin boys Henry and Theo.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
CERTIFIED FINANCIAL PLANNER®
Florida State University,
BS, Education
