We are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor.
Keith has served families and businesses around Santa Fe as a fee only financial adviser for twenty years. He is a Fiduciary, committed to putting his clients’ best interests first.
His thirty years of prior experience in business and finance included consulting for a major national CPA firm and serving as Vice President, President, CEO and owner of several regional wholesale and retail companies.
"I help my clients make smart choices about their money, avoid costly mistakes, and achieve peace of mind," Keith says. "My typical clients are individuals with substantial net worth who have special concerns in preservation of assets, investment planning, and estate planning."
Keith has a strong commitment to the Santa Fe community and serves many non-profit and educational organizations.
Keith is married to Barbara G. Lenssen, PhD, a retired clinical psychologist who owned a private practice. They enjoy participation with charitable organizations, arts performances, skiing, tennis, international travel, and being at home with friends.
Education and Professional Certifications
- BS in Mechanical Engineering — The University of Washington
- MS in Engineering — The University of Washington
- Registered Investment Adviser
Areas of Practice
- Investment Planning
- Estate planning advice
- Retirement Planning
Professional and Civic Affiliations
- Estate Planning Council of Santa Fe
- Santa Fe Community Foundation
- Santa Fe Council on International Relations
- Internal Revenue Service/AARP Tax Counseling program
- Unitarian Church of Santa Fe
- Foundation for the Santa Fe Community College
- El Castillo Retirement Residences
- Santa Fe Symphony Foundation
- Santa Fe Chamber Music Festival Foundation
- Museum of New Mexico Foundation
Frequently Asked Questions
More questions?
Please give us a call at
505-984-2563.
We're always happy to answer
your questions.
What are your fees?
There is no charge for the initial consultation meeting. We work only on a fee basis. Our fees will be carefully explained to you. Because of our commitment to personalized comprehensive planning, our services are best suited to families and individuals with more than $500,000 in investable assets.
What's the best way to get started with your firm?
Give us a call at 505-984-2563 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to work with us as your advisor.
Will you ever make trades or changes to my account without my knowledge?
We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.
More questions? Please give us a call at 505-984-2563.
We're always happy to answer your questions.