Over 23 years of providing high net worth individuals with independent, comprehensive financial and estate planning advise (and implementation).
By placing the client’s interest first, Keith is an integral resource in helping clients plan for today as well as the future. Personal and professional situations change over time, and he reliably helps clients navigate these changes.
Prior to Summit Financial, LLC, Keith worked at Morgan Stanley in FID Trading.
Keith and his wife, Jenny, live in Morris County, NJ with their 3 children. He enjoys the outdoors, golf, biking, reading, and all sports.