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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 Client Services team at Keel Point is dedicated to fostering strong relationships with clients by providing exceptional support and personalized assistance. They work closely with families to understand their unique financial needs and goals, ensuring a seamless experience as they navigate wealth management, investment strategies, and life planning. Through proactive communication and tailored solutions, the team enhances client satisfaction and contributes to the overall mission of empowering families in their financial journeys.

Client Services

Family Office Operations

Financial Management

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Client Services

About

Team members

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Client Services

About

Team members

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