Keith M. Oslie

Principal and Director of Operations

For more than twenty-five years, I have specialized in operational management. My focus has always been on the client experience, onboarding efficiencies, and ongoing client servicing.  

As Principal and Director of Operations, I am responsible for the supervision and ongoing servicing of clients' financial plans and investment accounts. I administer all new client onboardings, direct client communications, and manage client regulatory matters.