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Anthony B
CFA®, Series 63
Vienna, VA
Keel Point, LLC
Anthony Benson is a CFA® charterholder with 15 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals—including high-net-worth and family office clients—along with institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver diversified portfolio management, financial planning, and consulting services across a range of asset classes.
Vanessa K
Series 63
Vienna, VA
Keel Point, LLC
Vanessa Kraus is a financial advisor at Keel Point, LLC with seven years of industry experience. She holds a Series 63 designation and has previously worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a range of portfolio management and consulting services across various asset classes.
Aaron E
CFP®
Vienna, VA
Keel Point, LLC
Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.
Joseph M
CFP®
Vienna, VA
Keel Point, LLC
Joseph Moore is a CFP® professional with 11 years of industry experience. He has been with Keel Point, LLC since 2011. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs.
Amanda A
Series 66
Vienna, VA
Keel Point, LLC
Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.
Gisle S
CFP®, Series 65
Tysons Corner, VA
Keel Point, LLC
Gisle Sorli is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Keel Point, LLC since 2017 and concurrently involved with Stewards's Progress, LLC since 2012. Sorli works out of Tysons Corner, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individual, institutional, and corporate clients. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management across various asset classes, offering customized strategies and affiliated brokerage, insurance, and private fund services.
David P
Series 63, Series 65
Vienna, VA
Keel Point, LLC
David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keel Point Capital, LLC since 2011, with prior roles at WFG Investments Inc and Private Consulting Group, Inc. Parks serves as CEO and managing member of several Keel Point affiliated entities. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, and retirement plan sponsors, employing a team-based approach to fundamental and quantitative analysis across multiple investment strategies.
Tucker B
Series 63, Series 66
Vienna, VA
Keel Point, LLC
Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to guide investment decisions across a variety of programs and offers customized portfolio solutions.
Amber C
Series 63, Series 65, Series 66
Vienna, VA
Keel Point, LLC
Amber Christopher is a financial advisor with Keel Point, LLC and holds Series 63, 65, and 66 licenses. She has 18 years of industry experience, having previously worked at Savant Wealth Management, Lucia Securities, and Raymond J. Lucia Companies. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a range of portfolio management and consulting services.
Matthew M
Series 65
Vienna, VA
Keel Point, LLC
Matthew Martindale is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Amazon from 2016 to 2021. Keel Point is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.
Geoffrey T
Series 63, Series 65
Vienna, VA
Keel Point, LLC
Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.
Steven S
Series 65
Vienna, VA
Keel Point, LLC
Steven Skancke is a financial advisor with Keel Point, LLC, holding a Series 65 credential and 18 years of industry experience. He is also a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, where he serves as an administrative corporate officer to several client entities. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering a variety of portfolio management and planning services across diverse asset classes.
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