Keith joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 20 years of experience delivering comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth families. In his role, Keith tailors the services based on the complexity of each client’s specific needs to reach their unique goals.
Before joining HB, Keith was a Managing Director with Truist Wealth, focusing on estate planning, investment, and risk management, as well as credit and banking solutions. As a Wealth Advisor within Truist, he worked as the lead relationship manager to high-net-worth and ultra-high-net-worth individuals and families providing thoughtful comprehensive advice. Keith specializes in pre-sale transaction planning, helping to guide clients through business transitions.
An active member of the community, Keith serves as the current Board Chair for Children First, Inc. in Sarasota. He also serves on the boards of The Gulf Coast Community Foundation and the Boys and Girls Club of Manatee County.
Keith graduated from the University of Florida with a Bachelor of Science in Accounting and earned his M.B.A. from The Georgia Institute of Technology. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys traveling, boating, golfing, and spending time with family and friends.