Huntsville, AL Office

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

Kyle Wegrzyn is a financial advisor at Keel Point, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Keel Point Capital, LLC since 2018, following a one-year tenure at Raymond James & Associates and a year as a tutor with VipKid Tutor Agency. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and corporate retirement consulting through a team-based approach that blends fundamental and quantitative analysis.

Robert Mayes is a financial advisor at Keel Point, LLC with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Keel Point since 2015. Mayes serves in uncompensated board positions with the Community Foundation of Huntsville/Madison County, the University of Alabama in Huntsville Foundation, and the Huntsville/Madison County Chamber of Commerce. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering portfolio management, financial planning, OCIO, and retirement consulting across various asset classes.

Jonathan Crawford is a financial advisor at Keel Point, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at BB&T and its affiliated entities. Crawford serves as a board member for two nonprofit organizations: ATEAM, a pediatric cancer ministry, and Briarwood Fellows, which supports recent college graduates in their career transitions. 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 range of portfolio management and consulting services with notable structural features including affiliated brokerage, insurance, and private fund advisory activities.

Thomas O Connor is a financial advisor with Keel Point, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. Outside of his advisory work, O Connor serves on the board of Camp ASCCA, a camp for special needs children and adults, and participates on the investment committee for the Theta Chi Fraternity Foundation endowment. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based combination of fundamental and quantitative analysis to create strategic and tactical asset allocations across various programs, utilizing sub-advisers, customization options, and benchmarking with periodic reporting.

Jason Landers is a CFP® with 24 years of industry experience, currently serving at Keel Point, LLC. He previously worked at Merrill from 2002 to 2009 and has been with Blue Creek Securities, LLC since 2009. Landers is a board member of The Bullpen Foundation, a nonprofit organization supporting community-based youth athletic programs in Huntsville, Alabama. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving high-net-worth individuals, institutions, retirement plan sponsors, and corporations. The firm employs a team-based approach that combines fundamental and quantitative analysis to provide customized portfolio management, financial planning, and consulting services across multiple asset classes.

Brian Copeland is a financial advisor at Keel Point, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point since 2015. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide asset allocation and offers a range of portfolio management, financial planning, and consulting services.

Michelle Cook is a financial advisor at Keel Point, LLC with 27 years of industry experience. She holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T in various roles. 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, including discretionary and non-discretionary management, OCIO, and corporate retirement planning.

Keith Pendergrast is a financial advisor at Keel Point, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point Capital, LLC since 2013. 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 provide portfolio management, financial planning, and consulting services across various asset classes.

Edward Minton is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently associated with Blue Creek Investment Partners, LLC and serves as a Director of the Board and investment committee member for the Huntsville Hospital Foundation. He is affiliated with Keel Point, LLC, 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 portfolio management and offers customized investment strategies alongside affiliated brokerage, insurance, and private fund activities.

Morgan Crampton is a financial advisor with Keel Point, LLC based in Huntsville, AL, holding a Series 66 designation and three years of industry experience. Prior to joining Keel Point, he worked at Pershing LLC for seven years and held roles at Shepherd's Hope and the Palm Beach Zoo and Conservation Society. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide portfolio management and offers a range of customized investment strategies and associated services.

Kyle Findlay is a financial advisor at Keel Point, LLC with 20 years of industry experience. He holds the CFP® designation and Series 66 license and has worked at Blue Creek Securities, LLC since 2007. 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 portfolio management and offers a variety of investment programs, customization options, and affiliated brokerage, insurance, and private fund services.

Blake Waggoner is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020. Prior to that, he spent seven years at Dynetics. Outside of advising, Waggoner serves as a board member for SORBA Huntsville, a non-profit off-road bicycling association, and is the treasurer for the Nashville Chamber Music Society. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, OCIO, and retirement consulting with a team-based investment approach integrating fundamental and quantitative analysis.

Matthew Kerr is a financial advisor with Keel Point, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Keel Point and its affiliated entities since 2016, serving in advisory roles throughout that period. His outside activities include serving on the investment committee for Chattanooga Christian School and managing budgets for the Rotaract Club of Chattanooga and Grace and Peace Church. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, retirement plan sponsors, and corporations. The firm utilizes a team-based approach combining fundamental and quantitative analysis to provide diversified portfolio management, financial planning, and consulting services.