Keith’s passion has always been tied into fitness and health. He spent the first three years of his college education working towards a degree that would allow him to become a personal trainer. But then reality hit him right between the eyes. His desire in being a trainer was not simply due to his interest in fitness and health, rather the engagement with others as they work toward life altering and meaningful goals. With just one year to go it seemed like the wrong time to change majors, but he decided that was his best option.
So having watched his mother work her way through the ranks of the financial advising world, Keith decided to dedicate his time to pursuing a degree in finance from Murray State University. Eventually, he landed his first job and that was that. Retirement was the next stage. Or so he thought.
Something tragic occurred in 2010 that completely turned Keith’s world upside down. At the age of 55 his father retired. He was living the dream that most Americans long for, or so it seemed. But in 2010 Keith’s father took his own life. Keith believes that something was missing in his father’s retirement years, a sense of purpose, it seemed.
“People don’t realize how much engaging in purposeful work can do for our spirits and our well-being,” Keith says. “Everyday I meet people who are deeply unhappy in their jobs. Retirement is often the time in their lives when they can pursue work that truly makes them happy.”
Keith takes that message to heart. His vision is to see his clients take on new adventures in their latter years and his goal is to equip them with the tools they need in order to do that successfully.
“We want to change the way people think about retirement,” Keith says. “Most people, deep down, know what their dreams are, but it takes courage to pursue those dreams. It’s our job to create a safe environment where clients feel comfortable discussing their hopes and their fears, and it’s our job to help them take those first steps in pursuing a meaningful future.”