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, Vice President of Operations

(913) 624-1576

Sarah Tipping, Chief Compliance Officer and Vice President of Operations, earned an MBA with an Emphasis in Leadership from Ottawa University, and undergraduate degrees in English and Journalism from The University of Kansas. In...

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Eric Savio, Associate Wealth Advisor, joined the firm in 2014. Savio 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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Lindsey Freemyer is a Senior Client Service Associate at Keen Wealth Advisors, and has been with the firm since 2006. Lindsey has over 13 years of experience in the financial services industry.

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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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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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Jon Greene, Retirement Education Coordinator, specializes in building and managing relationships with clients, and planning and executing on our ever-growing educational events calendar. Jon graduated from the University of...

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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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