About Us

“About Us” is really About You. What’s on your mind? What keeps you up at night? And what issues will come along where you wish you had someone to rely on to help you make important decisions? We pride ourselves on being the trusted advisors you can always count on. We are listeners first, educators second, and decision-makers where we need to be. Our experience will help guide you on a path in which you can enjoy the confidence and peace of mind that your affairs are in order so you can spend more time doing what makes you thrive.

Your Keeler & Nadler Team

Andy Keeler, CFP®

Founder And President

Richard Nadler, CFP®, CPA®

Founder - Retired

Mark Beaver, CFP®

Senior Financial Advisor

Jessica Hultberg, CFP®

Financial Advisor

Linda Lipps

Manager of Client Relations

Joanna Dunn, FPQP®

Client Service Manager

William K. Root, JD

Estate Planner