Peachtree Planning is proud to announce the newest member of their leadership team, Keith Kail! Keith serves as a Managing Director for the Knoxville team! Keith’s role is to build the Peachtree Planning brand in his market area, mentor financial advisors and teams and serve his personal clients through the Peachtree Comprehensive Planning Model aligning client’s financial decisions with their life plans. “Our Advisors are our clients” explains Keith when talking about his leadership role with Peachtree Planning.
Keith is an Insurance Counselor Fellow, a Certified Financial Education Instructor, Registered Representative and licensed Life & Health Agent. He holds certifications with the Agency Management Training Council, Essentials of Leadership - General Agency Management Association, National Association of Fraternal Insurance Counselors and the National Financial Education Council.
Keith is a Million Dollar Round Table (MDRT) qualifier, a Silver and Bronze Frontiline Leader award recipient (GAMA) and President’s Cabinet Qualifier with WoodmenLife. He is past president of the Arizona Fraternal Corporation, past vice-president of The East Tennessee Fraternal Corporation, past secretary/treasurer of the Tennessee Fraternal Insurance Counselors Association (TNFIC), and past president of the Upper Cumberland Association of Financial and Insurance Advisors (NAIFA). His accomplishments underscore his dual focus: providing steadfast leadership within his organizations and consistently delivering impactful results 'in the trenches' with clients year after year.
“I have a passion for financial literacy. People work hard for their money and they need the power of comprehensive planning which brings the efficiency, leverage and velocity they need to be financially secure and develop their wealth models in a world where the financial deck is clearly stacked against them. With knowledge and wisdom we can overcome the challenges and live our best financial lives that align with our vision for our futures.”
Keith can be contacted by email or phone: email@example.com | 931.644.5795.
About Peachtree Planning
Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, when Bob Mathis, Founder, started the firm with a strategy of serving clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial solutions for its clients. Peachtree Planning has $3.2 billion in assets under administration* and has more than 88 representatives in over 26 offices throughout Alabama, Georgia, South Carolina, and Tennessee. To learn more about this firm, please visit the website at www.peachtreeplanning.com.