Helping families and individuals create wealth, lower taxes, preserve assets,
transition from comprehensive employer-sponsored health care to Medicare,
eliminate debt efficiently, avoid probate and create a secure retirement.
Keith started his career in 1987 with the legendary entrepreneur, A.L. Williams, who
turned the life insurance industry upside down. Keith became fascinated with Williams
and his common sense teachings and understanding of the complex financial industry
and became an educator like his mentor. In 1992 he started working exclusively with
the senior community in regard to their specific challenges at such a critical time in
Keith was one of the very first “non lawyer” advisors in Vallejo to help seniors
avoid probate of their estate with revocable living trusts.
Several of his articles have been published in the Vallejo Times and the Contra Costa
Times. In 2002 he became the first and only person in Vallejo and Benicia to hold the
IRA Distribution Specialist designation, awarded by Robert Keebler, CPA, MST. In
2003 he co-authored a book with a local CPA, titled: Asset Protection & Wealth
Equity LLC which is State Registered Investment Advisory Company
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