Keith began his financial career at Legg Mason Wood Walker in 2000 following an industrial career comprised of engineering, purchasing and metallurgy positions in the metals and packaging industries. Keith earned his BS in Mechanical Engineering in 1986 from Grove City College and is a registered Professional Engineer (inactive). He possesses Morgan Stanley's Portfolio Management Director and Financial Planning Specialist designations and is also a CERTIFIED FINANCIAL PLANNER Professional. Keith focuses upon equity & economics research, portfolio management, financial planning, and new business development. Within his practice, Keith particularly focuses on retirement income planning for professionals and corporate executives. Keith and his family reside in Cranberry Township, PA. Keith is active in his church, is a past board member of The CHAMBER of Commerce Inc., and is Board President for Glade Run Lutheran Services Foundation, a United Way agency serving abused and at-risk children, youth, and adults. 