As CEO of Clarity Wealth, Keith leads a top-tier team dedicated to helping families achieve lasting financial success. His mission is to bring clarity, confidence, and structure to every aspect of clients’ financial lives, empowering them to live fully and intentionally.
With more than 30 years in the wealth management industry, Keith has built a multigenerational advisory practice recognized for its integrity, innovation, and client-first approach. Under his leadership, Clarity Wealth has embraced cutting-edge technology, expanded its office locations, and adapted to the evolving landscape of modern wealth management.
Keith is the creator of Family Wealth Advantage™, the practice’s proprietary planning process designed to simplify complex financial decisions and align family goals across generations.
A graduate of Flagler College with a Bachelor of Arts in Business Administration and minors in Economics and Psychology, Keith began his career in 1995. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional.
Under Keith’s guidance, Clarity Wealth has been recognized among 2025 Barron’s Top 250 Private Wealth Management Teams1 and 2025 Forbes Top Wealth Management Teams – High Net Worth2.
Beyond the office, Keith is deeply involved in the Naples community, having served on multiple local boards. When he’s not leading the team or serving clients, you can often find him outdoors – surfing, or sailing, or trying to hit some sporting clays. He and his wife, Shannan, have called Naples home since 1985 and are proud parents of three children.
1. 2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2. 2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams High Net Worth rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.