Keith is the Managing Director for Peachtree Planning - Knoxville as of 2024. 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 a 24-year veteran of the financial services industry with 16 of those years serving in leadership and management positions. In his role with WoodmenLife, Keith served as a financial representative in Cookeville, Tennessee, Recruiting Sales Manager of Knoxville, Tennessee and Regional Director of Arizona. With Peachtree Planning, Keith has been a senior professional and team leader and now Managing Director of Knoxville/East Tennessee.
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 lives in Knoxville/Farragut with his girlfriend Jennifer Slack. He has three adult children - Amanda, Alex and Aaren. Keith enjoys traveling with his partner “Jen” and his kids, live music, car shows and marksmanship.
Keith can be contacted by email or phone: firstname.lastname@example.org | 931.644.5795.