Empathy sets us apart, we care about our employees, we care about our clients.
Keith earned a Bachelor of Science in Finance from the University of Florida in 1991, and was a four-year letterman on the UF golf team that won two SEC Championships and more than 15 team titles.
He joined Allen & Company in 1996 as a Financial Advisor. Keith is a member of the Board of Directors and serves on the Executive Committee. A Certified Financial Planner, Certified Investment Management Analyst and Certified Wealth Strategist, Keith was recognized as one of the “Top 40 Under 40 Business Leaders in Central Florida” by the Orlando Business Journal in 1999. He holds Series 7, 24 and 66 licenses as well as Life, Health and Variable Annuities.
A Polk County native, Keith strives to make a profound and positive difference in his community. The 2015 Polk Heart and Stroke Ball Chairman, he has served on the Lakeland Area Chamber of Commerce Executive Committee, the Police Officer’s Retirement Fund Board and the Salvation Army Board of Directors. He supports the Imperial Symphony Orchestra and is a graduate of Leadership Lakeland. In addition, Keith is involved in the Securities Industry and Financial Markets Association, as well as CEO Roundtable and VISTAGE International leadership groups.
A member of Christ Community Presbyterian Church in Lakeland, he is both a Sunday Worship leader and Home Fellowship Group leader. Keith, his wife and their four children live in Lakeland where he enjoys leading his growing family.