As a Certified Financial Planner (CFP) and Senior Wealth Advisor at Keel Point, I am driven by a passion to serve families, individuals, and small businesses, guiding them in making key decisions where life and finance intersect.---Securities offered through Keel Point Capital (“KPC”), Member FINRA and SIPC (www.sipc.org). Investment Advisory services offered by Keel Point, LLC an affiliate of KPC. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via LinkedIn or its messaging systems. Keel Point is not responsible for content posted by third-parties. This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Keel Point does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. Any profiles and associated content are for U.S. residents only Keel Point and its affiliates do not provide tax, accounting, regulatory, or legal advice to its clients. The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Keel Point.