Keenan Garvey
Keenan serves as a Financial Planning Associate for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in May 2024. Keenan also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Keenan has worked for Fifth Third Bank, Charles Schwab, First Financial Bank and Cox Financial Corp gaining an impressive set of experiences serving clients and his respective teams. Keenan’s credentials include:
- BS in Finance from Northern Kentucky University
- College for Financial Planning (Kaplan’s CFP program)
- Chartered Retirement Planning Counselor (CRPC)
- Security Industry Essentials (SIE)
- Ohio Notary (available to clients during working hours)
Keenan was raised in Harrison Ohio as the second oldest of five siblings (3 brothers and 1 sister). Outside of work, he enjoys playing guitar, going on walks with his dog Bruce, and detailing cars on the weekends.
