Nathaniel Evans is a financial advisor at Keeler Thomas Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Zions Bank, and SagePoint Financial. In addition to his advisory role, he serves as an adjunct instructor at Utah Valley University, teaching content related to the Series 7 exam. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients. The firm offers discretionary portfolio management and targeted planning engagements, often employing model portfolios or third-party money managers as part of its investment process.

Derek Unice is a financial advisor with Keeler Thomas Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Sagepoint Financial, Inc., FIDELITY Brokerage Services LLC, and OSAIC. Keeler Thomas Management LLC serves individual and high-net-worth clients by providing investment management, wealth management, financial planning, and pension consulting. The firm manages accounts under discretionary authority, often using model portfolios or third-party money managers, and organizes its wealth management around an annual planning cycle that includes cash management and tax coordination.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds the Series 65 credential and previously worked in various roles outside the financial sector before joining Keeler Thomas Management. Keeler Thomas Management LLC advises individual and high-net-worth clients, providing investment management, wealth management, financial planning, and pension consulting. The firm offers both discretionary portfolio management and targeted planning engagements, utilizing investment policy statements and model portfolios as part of its approach.

Casey Monsen is a CFP® with 17 years of industry experience. He is currently with Keeler Thomas Management LLC and has worked at Andina Capital Management, LLC. Outside his advisory role, Monsen owns and manages ACE Bookkeeping. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients, offering both discretionary portfolio management and targeted planning engagements.

John Unice is a financial advisor with Keeler Thomas Management LLC in Orem, Utah. He holds the CFP® designation and has 47 years of industry experience. Prior to joining Keeler Thomas Management, he worked at SagePoint Financial for 14 years and OSAIC for one year. Unice serves on the Planned Giving Advisory Board at Utah Valley University and is a member of the business advisory board for Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC serves individual and high-net-worth clients, offering investment management, wealth management, financial planning, and pension consulting. The firm utilizes discretionary portfolio management with written Investment Policy Statements and incorporates a recurring annual planning cycle that includes cash management and coordination with tax advisors.