Keeler & Nadler Family Wealth

Michael Klubnik is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Keeler & Nadler Family Wealth and previously worked at Bread Financial and Huntington National Bank. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm combines investment management with financial planning and utilizes a variety of analytic approaches and investment vehicles, offering services on both discretionary and non-discretionary bases.

Andrew Keeler is a CFP® with 32 years of industry experience, currently serving at Keeler & Nadler Family Wealth in Dublin, OH. He has worked at Purshe Kaplan Sterling Investments since 2014 and also holds a leadership role as president of Keeler & Nadler Financial Planning and Wealth Management. Outside of his advisory duties, he serves as a member of the Dublin City Council, participating on the Finance Committee. Keeler & Nadler Family Wealth advises individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, delivering wealth management that integrates investment management with financial planning. The firm employs diverse analytic approaches and manages accounts on both discretionary and non-discretionary bases, providing access to third-party managers and a broad range of investment vehicles.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Mark Beaver is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Keeler & Nadler Family Wealth and previously worked at Purshe Kaplan Sterling Investments, Inc. for nine years. Additionally, he is a licensed fixed insurance agent providing life, disability, and long-term care insurance products. Keeler & Nadler Family Wealth offers wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, using a range of analysis methods and offering corporate retirement plan services including ERISA 3(21) fiduciary support.

William Root is a financial advisor at Keeler & Nadler Family Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at Arenstein & Andersen Co., LPA since 2024, following a lengthy tenure at Resch Root Phillipps and Graham LLC from 1978 to 2024. In addition to his advisory role, he serves as Of Counsel, specializing in estate and business planning law. Keeler & Nadler Family Wealth provides wealth management services integrating investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of analytical methods and investment tools tailored to client goals and risk tolerances.

Abigail Rose is a CFP® professional with seven years of experience at Keeler & Nadler Family Wealth in Dublin, Ohio. She has worked with the firm since 2015, focusing on financial planning and wealth management. In addition to her advisory role, she operates a tax preparation and tax-related advice business as a sole proprietor. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of analysis methods and tools tailored to clients’ goals and risk tolerances.

Jessica Hultberg is a CFP® with 10 years of industry experience, currently serving as an advisor at Keeler & Nadler Family Wealth in Dublin, OH. She has been with Keeler & Nadler Financial Planning and Wealth Management since 2012. Keeler & Nadler Family Wealth provides wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and employs a range of analysis methods, including fundamental, technical, quantitative, and modern portfolio theory.