About Gerry
A Veteran, Gerry understands service and dedication to duty.
A caver who teaches others the hobby, Gerry understands how to provide compassionate guidance, especially in challenging situations.
Gerry brings this thoughtful combination of compassion, service, and dedication to his clients.
Gerry Keene, FSCP®, LUTCF®
Owner/President
A United States Coast Guard veteran, Gerry has been working in the financial services industry for 20 years.
In addition to his tenured experience helping people with their money, he also worked in healthcare for a decade. Starting at the front desk of an emergency room and eventually managing 3 outpatient clinics.
Passionate about empowering the next generation, he brings a unique blend of customer service, leadership, compassion, and financial knowledge to help people plan for and work toward their financial futures.