Andy Keeler, CFP ®

Andy has been advising clients for nearly 30 years. In 2007, he was asked by the Financial Planning Association to help author a guidebook for financial advisers titled “Prudent Practices for Fiduciary Advisers.” In 2009, Andy testified before Congress to help evaluate how the economic downturn had affected employees of small businesses and how companies were addressing retirement benefits as they must reduce expenses.

Andy has served on the Program Faculty for the Certified Financial Planner™ Certification Education Program at The Ohio State University. He also has served in an Adjunct Faculty position for the College for Financial Planning in Denver, Colorado and Hondros College in Columbus, Ohio. Andy has served as the Chair of the Government Relations Committee for the Financial Planning Association at the national level.

Andy currently serves as an At-Large Council Member on Dublin City Council. He is a 2003 recipient of the Business First Forty Under 40 Award, and was also a recipient of the New Leader Award by the College of Human Ecology at the Ohio State University for his accomplishments both in and out of the classroom.

Andy received his Bachelor of Science Degree from The Ohio State University in 1994. He earned his Certified Financial Planner ™ designation in 1999, and earned the designation of Accredited Investment Fiduciary™ in 2007.

He, his wife, JJ and son Jake, reside in Dublin, Ohio.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.