Ty Keenum, CFP®
Registered Principal
Focus
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I enjoy working to personally understand your specific financial situation so I can build a holistic plan that is constructed around you goals and what is important to you. My goal is for you to have the clarity and confidence that comes from having a well-developed investment plan.
Our client-centered approach to building comprehensive wealth plans is to create trust and a relationship that will allow for multigenerational investment management, estate planning strategies, and wealth preservation. This allows us to provide advice for both short- and long-term goals and helps ensure that you and your family are taken care of throughout all stages of life.
The goal of gaining a true understanding of your situation is so we know our clients are families who are attentive to our advice and want to create a lasting relationship with our team.
Background
I was born and raised in Decatur, Alabama before moving to Birmingham, Alabama where I graduated from and played football at Birmingham-Southern College.
Education
- CERTIFIED FINANCIAL PLANNER™
- Birmingham-Southern College – B.S. Degree in Economics
Previous Career Experience
- Northwestern Mutual
- Sterne Agee
- Morgan Stanley
Away from the Office
My wife, Paige, and I currently live in Huntsville, Alabama. Outside of work I enjoy golf, the great outdoors and traveling with my wife.