Keeler thomas Management LLC

Nathaniel Evans is a financial advisor with Keeler Thomas Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Osaic Wealth, Zions Bank, and SagePoint Financial. Outside of his advisory work, he serves as an adjunct instructor at Utah Valley University, teaching Series 7 and securities-related material. Keeler Thomas Management LLC provides investment management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as plan sponsors. The firm offers both discretionary portfolio management and targeted planning engagements, often utilizing model portfolios and third-party money managers.

Derek Unice is a financial advisor with Keeler Thomas Management LLC in Orem, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Sagepoint Financial, Inc., and FIDELITY Brokerage Services LLC. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and wealth-planning services, tailoring advice to clients' objectives and risk tolerance through a broad investment universe that includes equities, fixed income, and alternative products.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience outside the financial industry, including roles at PF Changs, Happy Sumo, MoBettah's, and Star Cinema Grill. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and tailored advice using a broad investment universe, combining individual retail work with pension-plan services.

Casey Monsen is a CFP® with 17 years of industry experience. He is currently with Keeler Thomas Management LLC and has worked at Andina Capital Management, LLC since 2014. Monsen is also the owner and bookkeeper of ACE Bookkeeping. Keeler Thomas Management LLC advises individual and high-net-worth clients, providing investment management, wealth management, financial planning, and pension consulting services. The firm uses discretionary portfolio management, often incorporating model portfolios or third-party money managers, and follows an annual planning cycle that includes cash management and coordination with tax advisors.

John Unice is a CFP® with 46 years of experience in financial planning and investment advisory. He is a managing member and Chairman of the Investment Committee at Keeler Thomas Management LLC, where he has been involved since 1987. Prior to joining Keeler Thomas Management LLC, he worked at SagePoint Financial for 14 years and Osaic Wealth, Inc. for one year. Outside of his advisory role, he serves on the Planned Giving Advisory Board at Utah Valley University and on the business advisory board of Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management and wealth planning, utilizing a broad investment universe and a combination of model portfolios and third-party managers.