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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

2 advisors near 79201

Out of 400,000+ nationwide

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Keyan K

CFP®, Series 66

Childress, TX

Edward Jones

Keyan Keys is a CFP® professional with six years of industry experience, currently serving clients at Edward Jones. Prior to joining Edward Jones, he worked at Utah Community Credit Union. Outside of his advisory role, he tutors and provides instruction as a percussion technician at Wellington Independent School District high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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Cary K

Series 66

Childress, TX

Edward Jones

Cary Keys is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. In addition to his advisory role, Cary works as a physical therapist at Childress Regional Medical Center, where he educates patients with mobility dysfunctions and develops home exercise programs. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, with a focus on maintaining a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Hispanic/Latino/Latinx Intergenerational Families
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