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125 Perry Plaza, Perryville, MO 63775

(573) 768-0637
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Would you like a financial professional in your corner?

Would you like a financial professional in your corner?

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a financial professional in your corner.  As a veteran, Gerry Keene served his country.  Now it’s his mission to provide you with the guidance and insights needed to help you work towards your financial goals.

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One-size-fits-all financial blueprints? Not here.

One-size-fits-all financial blueprints? Not here.

As an avid Caver who focuses on teaching the hobby to the next generation, Gerry goes to places most people shy away from. 

As a veteran, he understands service and loyalty. 

He uses those skills to help you discover your financial options.

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Who I Serve

Helping investors from every background

Retirement

Retirement

Create goals, and stick to them!

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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How can I help?

I understand that not everyone’s financial situation looks the same. That’s why I offer a complimentary introductory call to see how I can help you pursue your goals. A short call is all you need to get started.

Make an Appointment

Your Money. My Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from an experienced source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, I’m here for you. I’m proud of the people I’ve helped and hope to count you among them.

Retirement

Make goals and keep them on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Estate Strategy

Blueprints for every phase of life

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As Simple As 1, 2, 3

STEP

1

Listen to your needs and desires

The more I know about you, your finances, and your goals, the better I can help.

STEP

2

Jointly create a plan to
address your situation

I’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Put the plan into place and adjust as needed

Life is always changing, and so are you. I’ll be by your side through every twist and turn.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

I’d love to learn more about you and your financial goals.  The form below is an easy way to schedule a complimentary introductory call.

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