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Thomas J

CFP®, Series 63, Series 66

Westminster, CO

Keen Capital, LLC

Thomas Jennings is a CFP® with 15 years of industry experience, currently serving as an advisor at Keen Capital, LLC since 2017. Prior to joining Keen Capital, he worked at Key Private Bank from 2012 to 2017. Keen Capital, LLC is an independent, fee-only wealth management firm that serves individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning and investment management, employing a range of strategies that incorporate clients’ income needs, tax considerations, time horizons, and risk tolerances.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jerry M

Series 63, Series 66

Westminster, CO

Keen Capital, LLC

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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