Our Team

Credentials:

Registered, Enrolled Agent, 

“We Help our clients determine their retirement and legacy dreams. We do this through customized financial planning and investment and estate preservation. The key to our success is that everything is customized to our clients’ needs, goals and dreams.”

Personal Background:

Alan has over 25 years of experience in the financial and accounting industry. He has been married to his wife Lashelle for over 30 years and they have four beautiful daughters, Kim, Dana, Joy and Brooke. He enjoys the great outdoors and nature, camping, backpacking, water sports and is an Advanced Level Certified Scuba Diver.

Credentials:

• Enrolled Agent
• Tax Preparer
• Administrative Associate

“I believe that personal service for my clients is very important. I want them to feel at ease when they meet with me. I believe that each client is part of our family business and that they feel a sense of unity when they come into our office. Through this unity, we are able to help our clients achieve their financial goals and dreams.”

Personal Background:

Keith has over 25 years of experience in accounting and financial industry, working with his father and brother building Kerby Finanical Services. He has been married to his wife Amy for 30 years and they have four children, Erik, Ryan, Jon and Kristin. Keith also enjoys the great outdoors, hiking and backpacking.