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.