Keith graduated from the University of South Carolina with his Bachelor of Science degree in Accounting.

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He has over 25 years of experience in the financial industry and enjoys saving people money through tax incentives and holistic financial planning.

Designations: CPA, CFP™ & PFS and holds his FINRA Series 63, 6 & 7 License held with LPL Financial. Insurance Licensed in NC, SC, GA & FL. (CRD# 2195598)