As a Partner and Financial Advisor at Finteris Wealth Management, Keith Wallis is driven to surpass his clients’ expectations of what it means to work with a wealth planner. A lifelong member of the Washington/Augusta area, Keith finds true joy in providing decisive advice backed by deep research to lift up those who live and work in his community. Those who work with Keith come to find an empathetic, knowledgeable partner who takes time to get to know their situation on a deeper level while connecting near and long-term goals in a way that’s easy to understand.

Keith first developed his leadership-driven approach to client service during his time as a Quartermaster serving the Pacific Fleet in the US Naval Reserves. After refining his client-first mentality and analytical proficiencies at Buescher Frankenberg & Associates and Wells Fargo Advisors, he became a lifetime stakeholder in the success of Finteris’s clients as a Partner with the organization. Keith backs this all up with degrees in both Political Science and Economics from the University of Missouri – St. Louis, as well as the Accredited Asset Management Specialist® designation.

In addition to donating to St. Jude’s, Keith gives back to his community through his work in the US Coast Guard Auxiliary. The only thing more important to Keith than being a good steward to his clients is being a devoted husband to his wife Rachel and a good Dad to their kids Brooklynn and Benjamin. As a family, they enjoy playing games, taking weekend trips, and worshiping at Bridge to Faith Lutheran. When he does get some free time, you’ll find him diving into stories about American History, watching NBA basketball, or getting some essential outdoor-time on the links.