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.
As founder and CEO of Keen Wealth Advisors, Bill’s desire was to build one of the country’s most personal and trusted fiduciary wealth and retirement advisory firms. He brings nearly three decades of experience to the table.
Matt Wilson, CFP®
Chief Investment Officer, Managing Director
Matthew Wilson is the Chief Investment Officer and 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. Matt joined Keen Wealth...
Leslie Penka
Chief Compliance Officer, VP of Operations
Leslie Penka, Chief Compliance Officer and VP of Operations, is a member of the firm’s executive leadership team and a key member of Keen Wealth Advisors. Leslie earned her degree in Psychology from Drury University and...
Rey Arellano, CFP®, CRPC®, Senior Financial Planner, is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Retirement Planning Counselor℠ designation. He earned...
Jesse Bunse, CFP®, CRPC®, Senior Financial Planner, is a CERTIFIED FINANCIAL PLANNER™ as well as a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and has several years of experience working with clients...
Max Filbeck, CFP®, CRPC®
Financial Planner, Investment Research Analyst
Max Filbeck, CRPC® is a Financial Planner and Investment Research Analyst at Keen Wealth Advisors. He earned his BS from the School of Business at Missouri State University in Finance and Financial Planning.
Lisa Brummett, CRPC®, is a Financial Planner at Keen Wealth Advisors after spending the last two decades working as a licensed clinical counselor.
Lindsey Freemyer, Director of Client Relations, has been with Keen Wealth since 2006. Lindsey has over 15 years of experience in the financial services industry...
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...
Jamie Thompson, Operations Manager, received her bachelor’s degree in Organizational Behavior from the College of St. Scholastica. Having worked in leadership...
Heather Collins, Senior 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 plays a crucial role...
As a Digital Communications Specialist, Haley designs and maintains communication efforts. She received dual Bachelor Degrees in Event Management and Hospitality Management from the University of Central Florida in Orlando.
As a financial planner, Jeb works with clients to develop customized financial plans. He previously worked as a paraplanner where he executed operational requests and interfaces with the firm’s primary custodian, Charles Schwab.
As a financial planner, Josh works with clients to develop customized financial plans that help them achieve their retirement dreams. Josh’s interest in financial planning was inspired by watching his parents and grandparents...