Keith is a Senior Wealth Advisor with McGlone Suttner Wealth Management. He is a Certified Financial Planner™ professional and a Registered Investment Advisor Representative.
Keith earned his Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee. Keith began his career working at the Chicago Board of Trade for a large national brokerage firm. From there, he worked as an independent financial advisor in the Fox Valley and became a Trust Officer and Wealth Advisor for Associated Trust Company in Private Client Services. He served as a financial planner at KOM Wealth Management Group before becoming an integral team member at McGlone Suttner Wealth Management. With his extensive background in the investment and financial industry, Keith has managed a diverse range of net worth portfolios and brings over 25 years of experience to his clients.
Clients appreciate Keith’s seasoned judgement, attention to detail, and consultative approach. When working with clients, Keith provides personalized solutions and a strategic plan to help individuals and families identify and attain their financial goals. Keith is dedicated to the long- term financial success of each of his clients.
Keith, and his wife Sue, are proud parents of four children. They enjoy spending time as a family, volunteering in the community, and attending sporting events. Keith and Sue are pleased to support St. Mary Catholic High School where all four of their children have attended.