About Us

“About Us” is really About You. What’s on your mind? What keeps you up at night? And what issues will come along where you wish you had someone to rely on to help you make important decisions? We pride ourselves on being the trusted advisors you can always count on. We are listeners first, educators second, and decision-makers where we need to be. Our experience will help guide you on a path in which you can enjoy the confidence and peace of mind that your affairs are in order so you can spend more time doing what makes you thrive.

Your Keeler & Nadler Team

Six CFPs Two CPAs, with
One common goal…Yours

Andy Keeler, CFP

Founder And President

Richard Nadler, CFP, CPA

Founder And Advisor

Richard Nadler, CFP, CPA

Founder And Advisor

Mark Beaver, CFP

Senior Financial Advisor

Mark Beaver, CFP

Senior Financial Advisor

Jessica Hultberg, CFP

Financial Advisor

Jessica Hultberg, CFP

Financial Advisor

Abigail Rose, CFP, CPA

Financial Advisor

Abigail Rose, CFP, CPA

Financial Advisor

T.J. Burkett, CFP

Operations Manager

T.J. Burkett, CFP

Operations Manager

Carolina Kowalski

Business Operations

Carolina Kowalski

Business Operations

Linda Lipps

Manager of Client Relations

Linda Lipps

Manager of Client Relations

William K. Root

Estate Planner

William K. Root, JD

Estate Planner

J.T. Hrusovsky

Financial Planning Analyst

J.T. Hrusovsky

Financial Planning Analyst

True Wealth Is More Than Just
A Number On A Balance Sheet