As a Financial Advisor, I have a passion for building strong relationships and helping businesses and individuals create solid plans for future success. I am skilled at interacting with clients and working through financial details of projects to help accomplish personal and professional goals.Through Keating & Associates, our team offers direct assistance with company retirement plans, buy/sell agreements, long term care insurance policies, Social Security and Medicare planning strategies. We provide customized investment, retirement and estate planning, charitable-giving strategies, and personal/business insurance planning.Keating & Associates, Keating Financial Advisory Services, Inc., and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Continuous Improvement, Supply Chain Management, Lean Manufacturing, Industrial Engineering, and 22 others.