Keith Beers
Keith Beers
Manager of Financial Planners/Financial Advisor
Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot. What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.
Credentials
Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University
Master of Science in Finance, Northeastern University
Master of Business Administration, Northeastern University
Community
Member, Warsaw Community Church Tech Team
Major in the Marine Corps Reserve
Treasurer, The Meadows Home Owners Association
Member, Warsaw Rotary
Keith’s Favorite Book
For Whom the Bell Tolls
-Ernest Hemingway
Personal Pursuits
Keith enjoys all things sports and outdoors with wife Aubrey and their two children. He loves to cook and try new foods. He hopes to travel to every continent eventually.
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.
