Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

 

When founding Keen Wealth Advisors, Bill Keen's desire was to build one of the country's most personal and trusted wealth and retirement advisory firms.

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Matthew Wilson is a Managing Director of Keen Wealth Advisors, one of the firm’s most senior wealth advisors, and a member of the firm’s executive leadership team.

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Sarah Tipping, Chief Compliance Officer,  is a member of the firm's executive leadership team and a key member of Keen Wealth Advisors. She earned an MBA with an emphasis in Leadership...

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Leslie Penka, Operations Manager, is a member of the firm’s executive leadership team and a key member of Keen Wealth Advisors. Leslie earned her degree...

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Eric Savio, Financial Planner, joined the firm in 2014. Eric earned an MBA from Rockhurst University, and has a BS in Business Administration from The University of Missouri-Columbia in Finance and Banking. He is an investment...

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Rey Arellano, CFP®, Financial Planner, joined Keen Wealth Advisors in July of 2017. Rey is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Retirement Planning Counselorâ„  designation. He earned...

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Jesse Bunse, Financial Planner, joined Keen Wealth Advisors in the Spring of 2018. Jesse brings with him several years of experience working with clients to create comprehensive and customized financial plans.

 

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Lindsey Freemyer, Senior Retirement Education Coordinator, has been with Keen Wealth since 2006. Lindsey has over 13 years of experience in the financial services industry...

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Kelela Kiyono, Retirement Education Coordinator, joined the Keen Wealth team in Spring, 2018. Kelela earned a BS in Business Administration from DeVry University. There she also specialized in Hospitality Management, complementing her...

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Martha Paterik, Senior Client Service Associate, is an expert on interfacing with our primary custodian, Charles Schwab, and is ready and available to answer incoming operational requests. In addition, Martha guides clients through the...

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Jamie Thompson, Client Service Associate, is an expert on interfacing with our primary custodian, Charles Schwab, and is ready and available to answer incoming operational requests. In addition, Jamie guides clients... 

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Heather Collins, Compliance Specialist, graduated from the University of Kansas with a B.S. in Business Administration, and also earned a Marketing Certificate from Fort Hays State University. Heather is an expert on interfacing...

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Amanda Brown, Associate Operations Analyst.  Amanda graduated from Ottawa University with a B.A. in Mathematics.  Amanda is an expert in...

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Carol Dawson, Executive Assistant, joined Keen Wealth Advisors in August of 2016. Carol assists the executive team in running the back office functions of the firm—ordering supplies, paying invoices and keeping the office running at...

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