B.A., 1998, University of Nevada, Reno
As operations director at Keating Wealth Management, I work directly with all our clients from the moment they join our community. Whether I’m helping them onboard, participating in their advisory meetings, or assisting them with account‐related matters, I enjoy getting to know each client as an individual and building strong, enduring relationships. Those relationships are what initially attracted me to the financial services field more than 20 years ago and what continues to fuel my devotion to helping people achieve their financial goals today.
My journey began while I was still in college, majoring in history and working part‐time for a financial advisor. There, I discovered my knack for connecting with people, from young couples working to realize their hopes and dreams to retired folks reaping the benefits of years of hard work.
After graduating, I continued to pursue my newfound interest in financial services, and in 2000, I joined Morgan Stanley as a client liaison for high‐net‐worth clients. There, I honed my financial and operational skills in a series of progressively senior roles. By 2005, I was a branch office operations manager, responsible for training and supervising the rapidly growing administrative staff.
In 2007, I took on the position of financial and operations principal at an affiliate of Keating Investments, LLC. In that role, I oversaw all of the firm’s compliance, operational and financial functions.
When Tim Keating founded Keating Wealth Management in 2016, I joined forces with him to handle the operational side of the business. In our small‐firm environment, I’m able to interact personally with every client while also preparing financial plans, calculating college costs, reviewing Social Security benefits, analyzing estate plans, and assessing insurance needs. My many years of experience in financial and operations management, compliance, office management, human resources and project coordination provide the perfect complement to Tim’s investment expertise, so we can give all our clients highly personalized service and expert advice to help them secure their financial futures.