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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.

Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. 



Investment Management

Keel Point

David Parks

Marissa Taylor

Scott Jenkins

Joe Agee

Mike Perry

Jason Blount

The Family Office Operations team at Keel Point is dedicated to providing comprehensive financial management and support for affluent families. They coordinate services including tax planning, investment management, and estate design, ensuring that client needs are met through personalized strategies. This team of experienced professionals collaborates closely to help families optimize their wealth, navigate complex financial landscapes, and uphold their legacies across generations.

Family Office Operations

Client Services

Financial Management

Family Office Operations

About

Team members

Other teams at Keel Point

Client Services

Financial Management