Focus

Randy Keller combines experience with personal service to provide each client with a tailored comprehensive investment strategy. He will take the time to understand your financial goals and life dreams, so that he can build a plan designed to help work to achieve them.

Background and Experience

Randy has worked in financial services for nearly four decades, and his varied experience as an investment officer, senior analyst, branch manager and account executive gives him a comprehensive understanding of the investment industry. Randy earned a Bachelors of Science in Financial Planning and Consulting from Brigham Young University and an MBA from Ashland University. He has completed the Advanced Point and Technical Analysis Program at Dorsey Wright in Richmond, VA, to further his success with a focus in tactical investment strategies and technical analysis. Randy holds Series 3, 7, 31 and 63 registrations and applicable insurance licenses.

Away From the Office

An accomplished runner and triathlete, Randy has completed marathons and triathlons in Dublin, Ireland; Honolulu, Hawaii; the St. Croix Half Ironman and the Ironman Triathlon in Clermont, Florida. Locally, he has served as head coach of the girls’ cross-country team at Lakewood High School, as well as assistant coach of the girls’ cross-country team and head distance coach of the girls’ track team at St. Joseph’s Academy. In addition, he was head coach of the Arthritis Foundation’s Joints in Motion marathon team.

Focus

With respect to your financial goals, Dan believes that you are more likely to succeed with a plan. Your investment plan is the bridge between what you have today and what you want for tomorrow. It is his responsibility to provide objective, rational and experienced guidance that is in your best interest as you make choices in accordance with your personal preferences. As your needs, wants and wishes can change over time, it is important that your plan is flexible enough to adjust to those changes, while remaining specific enough to be valuable. This is best accomplished through an on-going relationship built on trust.

Background and Experience

Beginning in 1993, Dan has provided investment advice and planning guidance to individuals, families and organizations. He has earned the Certified Financial Planner™ designation. This designation involves extensive study and requires that candidates pass an exam which demonstrates sufficient attainment of knowledge and competency. As a CFP® professional, Dan uses a holistic, personalized and comprehensive approach to advising his clients on all aspects of their financial life. Additionally, he has committed to acting in the best interests of his clients.

Away From the Office

Dan lives with his wife, Meghan, and their two sons in a suburb southwest of Cleveland, Ohio. Driven by an ever-curious nature about living well, Dan spends his time pursuing activities to improve mental, emotional and physical health. He has practiced meditation, Shao-Lin Kung-Fu, Qi Gong, Tai Chi, as well as being engaged in a regular physical fitness regimen. For enjoyment and overall wellness, he and his family enjoy outdoor adventures and exploration, often with their beloved dogs, Luna and Surge.

With 12 years of industry experience, Cheryl manages the day-to-day servicing of the group’s clients and the operational needs of the team. In addition to handling client inquiries and requests, she performs all the administrative functions, which allows the team to deliver a high level of client satisfaction.