Keith Halstead

Financial Advisor

Keith brings a unique blend of dedication, discipline, and teaching expertise to his financial advisory work. After nearly two decades as a teacher, he continues to emphasize education, helping clients understand retirement planning, investments, and insurance so they can make confident decisions.

His commitment to leadership and mentoring helped shape a successful student mentorship program, and he still enjoys seeing former students thrive in college and in their careers. Keith and his wife, Angie, have been married for 16 years and have two sons who are active in sports and scouts. Together, they’ve spent 15 years speaking and mentoring others toward financial health.

A committed family man, church leader, and avid outdoorsman, Keith logs more than 5,000 cycling miles each year. His disciplined approach to goal setting and perseverance drives both his personal life and his client service.