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. Bill understands the importance of putting his clients’ needs ...
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, Operations Manager, 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...
Eric Savio, CFP®, CRPC®, Financial Planner, is a CERTIFIED FINANCIAL PLANNER™ and also holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation...
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®, 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, CRPC®, Paraplanner, earned his BS from the School of Business at Missouri State University in Finance and Financial Planning.
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...
Kelela Kiyono, Retirement Education Coordinator, earned a BS in Business Administration from DeVry University where she specialized in Hospitality Management, complementing her...
Krisha Harshfield, Retirement Education Coordinator, graduated from Sterling College with a BS in Elementary Education. Her career has always involved teaching...
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, 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...
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 plays a crucial role...
Carol Dawson, an Executive Assistant, assists the executive team in running the back office functions of the firm—ordering supplies, paying invoice...