WHO WE ARE

5 CFPs, 2 CPAs, 1 Common Goal.... Yours.

Andy-Keeler-CFP-2.jpg
Andy Keeler

Founder and President

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Rick%201_edited.jpg
Rick Nadler

Founder and Advisor

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Mark-Beaver-CFP-Keeler&Nadler.jpg
Mark Beaver

Partner and Senior Advisor

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Jessica%201_edited.jpg
Jessica Hultberg

Advisor

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Abby 1.jpg
Abby Rose

Advisor

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
TJ-Burkett-CFP.jpg
TJ Burkett

Operations Manager

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Carolina 1.jpg
Carolina
Kowalski

Client Administration

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Linda 1.jpg
Linda Lipps

Office Administration

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
Kerri-Nicholson.jpg
Kerri
Nicholson

Director of Business Development

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon
KeelerNadler_0037.jpg
Bill Root

Estate Planner

​

Click for full bio

  • White LinkedIn Icon
  • White Twitter Icon