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Shawn K

Series 63, Series 66

Cincinnati, OH

Edelman Financial Engines

Shawn Keller is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following two years at Tmfs Advisors, LLC. Based in Cincinnati, OH, he is part of a large advisory team within the firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Thomas N

Series 63, Series 65

Cincinnati, OH

Edelman Financial Engines

Thomas Nemec is a financial advisor with Edelman Financial Engines in Cincinnati, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC from 2014 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Enid S

Series 65

Cincinnati, OH

Edelman Financial Engines

Enid Santiago is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following two years at TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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