Keith serves clients from Moneco’s Harrison, New York/Westchester office, where he is dedicated to helping individuals and families pursue their financial goals with confidence and clarity. He partners closely with Byrke Sestok CFP® and Bill Brancaccio CFP® in his work with clients to deliver a team approach to complete financial planning.
As a CFP® professional, he takes a disciplined, comprehensive approach to financial planning, always focused on acting in his clients’ best interests.
He believes that trust, honesty, and hard work are the foundation of lasting client relationships and is passionate in helping clients create coordinated financial strategies that support their long-term goals and the well-being of their families.
Outside of the office, Keith enjoys staying active through tennis and pickleball, playing drums, and spending time with his family. He lives and works in the suburbs of New York and remains actively involved in his community.
