Important Disclosures:  https://www.keelpoint.com/social-media-disclosure 

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 Leadership Team at Keel Point guides the strategic direction and vision of the company, ensuring alignment with its mission to provide comprehensive financial and strategic advice to families. This team is responsible for nurturing client relationships, directing business development initiatives, and overseeing the integration of services across various offices. With diverse expertise in finance, operations, and leadership, they shape the firm’s commitment to delivering tailored solutions that empower families to achieve their financial goals.

Leadership Team

Client Services

Family Office Operations

Financial Management

Leadership Team

About

Team members

Other teams at Keel Point

Client Services

Family Office Operations

Financial Management