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An independent, fee-only investment advisory firm.
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Jeffrey Keen

Jeffrey Keen, CFA

Partner & President

Jeff joined the firm in 2005 and helped open the firm's Chicago office in 2009. He received a degree in Economics and Business from Kalamazoo College. Additionally, Jeff holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago.

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We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Contact Our Team