SOURCE: Keen Wealth Advisors

Keen Wealth Advisors

August 16, 2016 16:18 ET

Keen Wealth Advisors Grows Staff to Enhance Client Experience

Kansas City Wealth Management Firm Shows Depth With Expansion of Team Resources

OVERLAND PARK, KS--(Marketwired - August 16, 2016) - Keen Wealth Advisors announced it has added personnel to their team as they continue to grow the depth of resources available to the firm's clients.

Joel Hamilton, CFA®, CFP®, joined the firm in May as Senior Vice President, Wealth Advisor. Prior to joining Keen Wealth, Hamilton served as Portfolio Manager at The Commerce Trust Company, providing retirement planning and asset management services to clients. He is a Chartered Financial Analyst® (CFA®) and a Certified Financial Planner™ professional (CFP®), and holds a degree in Finance from The University of Kansas. In addition, Hamilton is one of 12 children, all of whom are competitive water skiers. Hamilton lives in Overland Park, KS, with his wife, Katherine.

"We are delighted to welcome Joel as our newest Wealth Advisor and Senior Vice President," said Keen Wealth founder and CEO, Bill Keen. "He is an outstanding team player and is playing a significant role as we continue to build out our wealth advisory and portfolio management teams."

HEALTHY, THOUGHTFUL GROWTH

"Keen Wealth Advisors has experienced healthy, thoughtful growth since we established our fully-independent wealth management business. Our clients drive everything that we do. As a result, we have grown our team to meet the needs of our clients," added Keen.

  • Eric Savio, Associate Wealth Advisor, joined the firm in 2014. Savio earned an MBA from Rockhurst University, and has a BS in Business Administration from The University of Missouri-Columbia in Finance and Banking. He is an investment advisor representative and holds the Series 65. Savio serves clients directly by assisting in the development of financial plans, taking into consideration their individual goals and aspirations, primarily with respect to retirement planning.
  • Sarah Tipping, Team Leader, joined the firm in January, 2016. Tipping earned an MBA with an Emphasis in Leadership from Ottawa University, and undergraduate degrees in English and Journalism from The University of Kansas. She went on to earn securities licenses, including the Series 7, 66 and 24, allowing her to take on the role of compliance supervision. With well-rounded education and experience, Tipping's skills put her in a natural position to manage and lead the team, freeing up Keen to focus on investment research, current financial and tax planning issues and industry best practices.

Keen also recruited four student interns from area colleges. They each bring a fresh perspective to the business.

Keen sees each team member as part of the firm's long-term plan. "We're growing and evolving as a team, while educating our clients and providing them the best financial services available. In addition to insuring our client's portfolios are allocated appropriately, we are focused on helping our clients live life intentionally. Living life intentionally happens only as a result of a continued focus on helping our clients find the 'why' that drives their financial and retirement planning, and then helping them execute on those plans. The clarity that comes from this is priceless," said Keen.

The firm offers conflict-free advice and fiduciary investment management services, driven solely by the best interests, goals and objectives of their clients. Keen's mission is to create, build and manage wealth so clients are free to pursue life's most important endeavors.

"Adding personnel and leveraging their talents will help Keen Wealth Advisors to continue to provide a world-class and highly personal client experience," added Keen. "We are extremely proud of our team and everything that they bring to enhance our service to our clients."

ABOUT KEEN WEALTH ADVISORS

Keen Wealth Advisors is headquartered in Overland Park, Kan. Keen Wealth focuses on helping clients plan for the many different issues surrounding the transition to retirement and beyond. Bill Keen, founder of the firm, co-hosts "Keen On Retirement" -- a podcast designed to provide Keen Wealth Advisors' friends and clients with an additional tool to stay informed and educated on key issues related to retirement planning and investing. The firm also presents retirement planning lectures to employees of many major corporations; Keen Wealth is largely recognized in the Kansas City region for its educational events focused on retirement planning topics. Bill Keen is regularly asked to share his thinking with national media outlets such as U.S. News and World Report, Reuters, The Wall Street Journal's Market Watch, and Yahoo Finance, to name a few.

Keen is a former board member and supporter of the Children's Center for the Visually Impaired -- a Kansas City-based organization that helps children with visual impairments reach their highest potential in the sighted world. In addition, Keen Wealth Advisors is involved in supporting the Boys and Girls Club of America, Camp Quality Kansas, Camp Quality Missouri, The World Outreach Foundation, Exodus Cry, Kansas District Optimists and the AOPA.

The firm is also a supporter of the cycling community and is the title sponsor for the Big D Cycling team, as well as a contributor to the Kansas Cycling Association. The Big D Cycling team competes throughout the U.S. and participates in bicycle rodeos to conduct helmet fittings and bicycle repair for children in the local community. In 2013, along with The Kansas Cycling Association (KCA), Keen announced "The Keen Wealth Cup" -- a perpetual annual traveling trophy that is awarded to the cycle team with the best overall record in the KCA best all-around team series (KBAT) for a given year. Along with "The Keen Wealth Cup," the firm makes a donation to subsidize junior entry fees for the year, which is matched by the KCA. Just recently, Bill finally obtained a road bike and can be seen riding along with the Keen Wealth Big D team during training rides.

For more information, visit http://www.keenwealthadvisors.com.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Keen Wealth Advisors are not affiliated companies

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