Partner and Managing Director
Keith is a Partner and Managing Director responsible for maintaining and growing business relationships.
In addition to managing client relationships, Keith’s passion is assisting closely held business owners and their businesses in achieving their family, personal and financial goals. Strategic business plan designs and tools that Keith has successfully implemented include: unique exit and liquidity approaches; identification, negotiation and structure of key strategic alliances; inter-generational transfer planning and plan execution; and business exit strategies.
Prior to his firm combining with Cresset, Keith founded Evanston Advisors as a firm focused on providing professional advisory services to individuals and the owners of closely held businesses who needed solutions to complex business and financial questions. Keith most frequently serves as coordinator of strategic projects, technical advisor, and negotiator for these complex planning engagements.
Keith graduated summa cum laude from Duke University and is based out of Cresset’s Schaumburg, Illinois office. He is a Certified Public Accountant and a CFP® professional. Keith, and his wife Debra, are active in various community and alumni activities including scholarships for first generation college students and startup local churches in the Chicago area.