Keisha has been in financial services since 2016, specializing in retirement services with a focus on precision, care, and exceptional client support.
As a full-service point of contact, she is committed to making every client’s path toward retirement as seamless and stress-free as possible, while sharing her knowledge with both 401(k) participants and employers to support informed financial decisions. In addition to her client-facing work, Keisha has developed a strong passion for operations by building structure, streamlining processes, and ensuring the team is well-equipped as it continues to grow.
The flexibility of working remotely within the firm allows her to relocate alongside her husband, Jet, as he serves in the military. Outside of work, Keisha leads an active and adventurous lifestyle. She enjoys spending time with her family and lovable dogs “Mr. Bebob & Boogie”, staying active through several sports, traveling, exploring new cuisines and cultures, and attending live music and comedy events.
Education and Certifications
- Retirement Industry Trust Association (RITA) Certification
- Qualified Plan Financial Consultant (QPFC) Designation