Andy Keeler, CFP ®

Andy is the firm’s founder and President and has been advising clients for over 25 years. He has testified before Congress as an industry expert on the economy’s impact on retirement savings and worker benefits. Andy 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.

Andy has served as the Chair of the Government Relations Committee for the Financial Planning Association at the national level, and was a recipient of the Business First Forty Under 40 Award. Andy’s passion and leadership in the community led him to his current role as a Dublin City Councilman. Andy and his wife JJ reside in Dublin with their son Jake. In his spare time, Andy builds fine furniture and cabinetry and enjoys staying fit.

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.

Get to Know Andy