facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Team

At Keen Wealth Advisors, we take a team approach to serving clients. We believe this approach provides a broader perspective and more focused support. Our dedicated professionals draw upon their diverse backgrounds and experience to understand and deliver on clients' long-term goals. They're passionate about helping clients achieve their retirement dreams. 


Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?



Bill Keen, CRPC® Photo
Read Bio

Bill Keen, CRPC®

Founder and CEO

Bill Keen, CRPC®

Founder and CEO

(913) 624-1841
BKeen@KeenWealthAdvisors.com

Bill Keen has a passion for helping others achieve their retirement dreams and founded Keen Wealth Advisors with this goal in mind. Bill’s vision is to build one of the country’s most trusted retirement advisory firms, acting at all times in the best interests of clients. Bill and his team work with an array of clients from all industries, but also specialize in advising those within the engineering community on issues related to ESOP plans, compensation, taxes and benefits planning. 

Bill has nearly three decades of experience advising clients. His interest in finance was sparked by the financial hardship he experienced in his childhood. By age 10, Bill knew he would need to learn about saving and investing in order to eventually help his family. He opened his first investment account in high school. Today, he treats all clients like his own family members, as he understands first-hand the importance of planning for one’s financial future. 

Bill shares his wisdom and experience in his bestselling book, Keen on Retirement – Engineering the Second Half of Your Life, which is available on Amazon.com. He also co-hosts a regular podcast series, Keen on Retirement, in which he shares his insight on current issues related to retirement planning and investing. He has been featured on national media outlets such as U.S. News and World Report, Reuters, The Wall Street Journal’s Market Watch, Forbes, and Yahoo! Finance.  

Bill has a Bachelor’s degree in Business Administration from the University of Central Missouri and holds the Chartered Retirement Planning CounselorSM designation. He has lectured on investing at the University of Missouri Bloch School of Business graduate program, and at several corporations in the Kansas City area. 

An avid aviator, Bill is a volunteer pilot and serves on the board for Angel Flight Central, a non-profit that assists those in need by arranging flights for healthcare and other humanitarian purposes. Bill has served on the board of the Children’s Center for the Visually Impaired, which helps children with visual impairments reach their highest potential. He has also been involved with the Boys and Girls Club of America, Family Conservancy, NAMI, Camp Quality Kansas, Camp Quality Missouri, The Veterans Community Project, Make-A-Wish, The Grooming Project, Exodus Cry, Kansas District Optimists and the AOPA.  

As a cycling enthusiast, Bill is also a supporter of the cycling community and Keen Wealth Advisors serves as the title sponsor for the Big D Cycling team. The team competes throughout the U.S. and  participates in bicycle rodeos to conduct helmet fittings and bicycle repair for children. In 2013, along with The Kansas Cycling Association (KCA), The Keen Wealth Cup was created as an annual recognition of the top KCA team, as well as an opportunity to support  junior racing in the state of Kansas.

 Bill and his wife, Carissa, enjoy the outdoors and the joys that come from having a blended family of five children. Bill is an instrument-rated private pilot and carries the high performance, high altitude and complex endorsements. He is a member of the Malibu/M-Class Owner and Pilots Association and regularly flies his Piper Meridian to destinations across the country.

 

 


Matt Wilson, CFP® Photo
Read Bio

Matt Wilson, CFP®

Chief Investment Officer, Managing Director

Matt Wilson, CFP®

Chief Investment Officer, Managing Director

(913) 624-1841
MWilson@KeenWealthAdvisors.com

As Chief Investment Officer and Managing Director, Matt is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team. He also works with clients as one of the firm’s most senior financial planners.

Matt has been instrumental in delivering upon the strategic objectives of Keen Wealth Advisors and has worked side by side with founder and CEO Bill Keen for nearly two decades. He began working with Bill in 2002 as an intern and progressed to serving on the operations side of the business to his current position. 

Matt has a Bachelor’s degree in Accounting/Finance with a Minor in Economics from Rockhurst University. He is a CERTIFIED FINANCIAL PLANNERTM professional. Matt holds life, accidental and long-term care insurance licenses in multiple states. He serves on the Emerging Leaders Council for the Boys and Girls Club of Kansas City. 

Matt and his wife, Amie, live in Kansas City with their children, Tyler and Clara. In his spare time, Matt enjoys participating in ultra-marathons. He has completed several 50k trial runs, the St. Louis Marathon and a 100-mile race in the Flint Hills of Kansas. 



Leslie Penka Photo
Read Bio

Leslie Penka

Chief Compliance Officer, VP Of Operations

Leslie Penka

Chief Compliance Officer

(913) 298-0556
LPenka@KeenWealthAdvisors.com

As Chief Compliance Officer, Leslie oversees the firm’s compliance department, and she serves on the executive leadership team. She provides her staff with ongoing training and support, so they have the resources to provide the firm’s clients with world-class service.  

Leslie has been with Keen Wealth Advisors since 2018. Prior to joining the firm, she worked at AE Wealth Management where she built a new operations department from the ground up. Her contribution to the firm’s infrastructure helped the RIA grow by more than $3 billion in just two years. Before working at AE Wealth Management, Leslie managed national operational functions and supervised the daily activities of advisors at Waddell & Reed. Leslie began her career as an order processor for a small broker-dealer and quickly moved into managing the department. 

Leslie has a Bachelor’s degree in Psychology from Drury University and holds several securities licenses. 

Leslie and her husband, Patrick, have two children who keep them very busy, especially with baseball and soccer. However, they still manage to make time for college football, Royals baseball and an annual family vacation to Disney World, which they believe is the happiest place on earth. 



Rey Arellano, CFP®, CRPC® Photo
Read Bio

Rey Arellano, CFP®, CRPC®

Senior Financial Planner

Rey Arellano, CFP®, CRPC®

Senior Financial Planner

(913) 624-1841
RArellano@KeenWealthAdvisors.com

As a Senior Financial Planner, Rey focuses on creating retirement projections and develops financial plans that consider the intricacies of Social Security, employment benefits, estate planning, insurance analysis and college planning. Rey also provides proactive tax analysis across clients’ portfolios.

Rey has been with Keen Wealth Advisors since 2017. Prior to joining the firm, he was a financial planner at Waddell & Reed. Before beginning his career in financial services, Rey served in the U.S. Air Force. He was deployed to Kandahar Air Base in Afghanistan in support of Operation Enduring Freedom. He also did a tour of duty at Gunsan Air Force Base in South Korea, where he was promoted to staff sergeant. Additionally, he served at Ali Air Base in support of Operation Iraqi Freedom. Rey also trained as a radar maintenance apprentice at Tinker Air Force Base in Oklahoma City.

Rey has a Master of Business Administration in Financial Planning from California Lutheran University and a Bachelor’s degree in Business Management and Marketing from Park University. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Retirement Planning CounselorSM designation. 

Rey and his wife, Kaitlin, were born and raised in Wichita, Kansas; however, they first met in Italy when Rey was stationed at Aviano Air Force Base and Kaitlin was traveling through Europe. Rey speaks fluent Spanish, is an avid traveler and enjoys attending Sporting KC soccer games. 



Jesse Bunse, CFP®, CRPC® Photo
Read Bio

Jesse Bunse, CFP®, CRPC®

Senior Financial Planner

Jesse Bunse, CFP®, CRPC®

Senior Financial Planner

(913) 624-1841
JBunse@KeenWealthAdvisors.com

As a Senior Financial Planner, Jesse creates retirement projections and develops financial plans that take into account the intricacies of Social Security, employment benefits, estate planning, insurance analysis and college planning. Jesse works with clients to create comprehensive and customized financial plans that help them achieve their retirement dreams.

Jesse has been with Keen Wealth Advisors since 2018. Prior to working at Keen Wealth Advisors, Jesse worked at Triune Financial Partners as a Financial Planner. He also previously served as the finance and donations coordinator for an inner-city ministry where he had the opportunity to learn about fiduciary-based financial planning. Jesse began his career as a grain trader, buying grain from farmers to be sold to domestic and international companies. 

Jesse has a Bachelor’s degree in Business Administration, with an emphasis in Finance and Banking, from the University of Missouri – Columbia. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Retirement Planning CounselorSM designation.

Jesse grew up on a family farm that was founded in 1886 and which holds the designation of “Missouri Century Farm.” Today, he lives in Overland Park, Kansas, with his wife, Sarah. Jesse and Sarah enjoy volunteering at Legacy Christian Church and attending Royals and Chiefs games. 


Brett Norris, CFP® Photo Brett Norris, CFP® Hover Photo
Read Bio

Brett Norris, CFP®

Financial Planner

Brett Norris, CFP®

Financial Planner

(913) 624-1841
BNorris@KeenWealthAdvisors.com

As a Financial Planner, Brett works closely with clients to develop and maintain customized financial plans designed to meet their goals for retirement and leave a meaningful legacy for their families and communities. Prior to joining Keen Wealth, Brett worked for a private wealth management firm in Birmingham, Alabama, where he advised high-net worth individuals in a similar capacity for five years. 

Brett earned a Juris Master's degree in Taxation from the University of Alabama School of Law.* He also attended the Culverhouse College of Business at the University of Alabama where he earned a Bachelor’s degree in Finance and concentrated in studying personal wealth management, risk and insurance management.  Brett is also a CERTIFIED FINANCIAL PLANNER™ professional. 

Outside of the office, Brett and his wife, Mary, enjoy spending time outdoors, traveling, and visiting with their friends and family.  

*Brett Norris is not a practicing attorney and did not sit for the bar exam. He will not be soliciting advisory clients for legal or tax services. 


Max Filbeck, CFP®, CRPC® Photo
Read Bio

Max Filbeck, CFP®, CRPC®

Financial Planner, Investment Research Analyst

Max Filbeck, CRPC®

Financial Planner, Investment Research Analyst

(913) 624-1841
MFilbeck@KeenWealthAdvisors.com

As a Financial Planner and Research Analyst, Max works with clients to develop customized financial plans, and, he is also responsible for data gathering and analysis. 

Max completed two financial planning internships, one with Keen Wealth Advisors, that gave him valuable experience working as a fiduciary advisor. Max was an entrepreneur during his college years and started his own t-shirt company that he both owned and operated. 

Max has a Bachelor’s degree in Finance and Financial Planning from Missouri State University. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Retirement Planning CounselorSM designation.

Max was raised on a cattle farm in Kearney, Missouri, home of Jesse James. His parents, both of whom are flight attendants, instilled in Max a love of travel. When he’s not exploring the world or checking things off his bucket list, Max can usually be found at the lake. 


Lisa Brummett, CRPC® Photo
Read Bio

Lisa Brummett, CRPC®

Financial Planner

Lisa Brummett, CRPC®

Financial Planner

(913) 624-1841
LBrummett@KeenWealthAdvisors.com

Lisa Brummett has been a Financial Planner at Keen Wealth Advisors since January of 2019. She holds an undergraduate and graduate degree in Psychology from Northwest Missouri State University, and, also has experience working as a long-term care agent for a national insurance company. Lisa spent two decades working as a licensed clinical counselor prior to joining Keen Wealth Advisors. 

Lisa holds the Chartered Retirement Planning CounselorSM designation which focuses largely on the retirement process, estate planning and asset management during pre- and post-retirement. Students that successfully pass the examination must adhere to ongoing requirements set by the College of Financial Planning including following a code of ethics, a standard of conduct and ongoing continuing education.

She considers herself to be a lifelong learner and feels that her passion for learning is what has led her down the journey to become a Financial Planner. She also has a passion for volunteering, which is something that she first started doing as a student at NWMSU. While in school, she was fortunate to get involved in their K.I.D.S. program, and still to this day maintains a close relationship with her “little brother”, who is now in his 30’s.

Lisa also loves fitness and can be found running trails, half marathons and sprint triathlons. When she’s not running, she can be found training with her children, Allison and Robbie. Lisa is a strong supporter of Allison’s interest in the performing arts. She and Robbie share a love of Tae Kwon Do and have both obtained their blackbelts.

 



Lindsey Freemyer Photo
Read Bio

Lindsey Freemyer

Director Of Client Relations

Lindsey Freemyer

Director Of Client Relations

(913) 624-3023
LFreemyer@KeenWealthAdvisors.com

As Director of Client Relations, Lindsey fosters long-term relationships with clients. She also works on the firm’s educational events, which is an important strategic focus of Keen Wealth Advisors. 

Lindsey has worked with Bill & Matt since 2006 and has more than 15 years of experience in the financial services industry. Prior to joining the firm, she worked at several local banks as well as at American Century Investments. 

Lindsey lives in Lee’s Summit, Missouri, with her sons, Tristan and Brantley. 



Martha Paterik Photo
Read Bio

Martha Paterik

Senior Client Service Associate

Martha Paterik

Senior Client Service Associate

(913) 624-1841
MPaterik@KeenWealthAdvisors.com

In her role as Senior Client Service Associate, Martha guides clients through the on-boarding process, and initiates and monitors account transfers. She serves as a valuable resource during tax time, providing clients with information and clarity regarding the tax documents necessary for filing. Martha is also responsible for interfacing with the firm’s primary custodian, Charles Schwab, and remains available to assist with a wide range of operational requests. 

Martha has been with Keen Wealth Advisors since 2016. Prior to joining the firm, she worked in the operations department of Cetera Financial Group. 

Martha has a Bachelor’s degree in Church Administration from Faith Bible College. 

Martha enjoys spending time with her family and two dogs. She also enjoys reading a good book and experimenting with recipes in the kitchen. 


Jamie Thompson Photo
Read Bio

Jamie Thompson

Operations Manager

Jamie Thompson

Operations Manager

(913) 361-0015
JThompson@KeenWealthAdvisors.com

As Operations Manager, Jamie directs the administrative functions of the firm and works to maintain a strong company culture. 

Jamie has been with Keen Wealth Advisors since 2017. Prior to joining the firm, she was a senior service advocate at Farmers Insurance Group, where she focused on maintaining organizational culture. Before that, she worked at Ascensus, a leading retirement and college savings service provider. While there, she led a team in answering clients’ retirement plan questions, processing transactions, and ensuring timely and accurate trades. She also led the employee activity team in improving the company moral of more than 500 team members. 

Jamie has a Bachelor’s degree in Organizational Behavior from the College of St. Scholastica. She has volunteered with Go Red for Women luncheons, Kinship Partners and as a Sunday school teacher. She has also volunteered with youth groups and soup kitchens.

In her free time, Jamie enjoys spending time with her husband as they watch their children play competitive ball. When time allows, she also enjoys spending time on the lakes of her home state, Minnesota.



Heather Collins Photo
Read Bio

Heather Collins

Senior Compliance Specialist

Heather Collins

Senior Compliance Specialist

(913) 369-4602
HCollins@KeenWealthAdvisors.com

As the firm’s Senior Compliance Specialist, Heather plays a crucial role in Keen Wealth Advisors’ daily operations and functions. She assists the Chief Compliance Officer in maintaining a high fiduciary standard and works to ensure clients’ best interests continue to drive every aspect of the firm. She promotes a firm-wide culture of compliance by adhering to industry standards and the firm’s own policies and procedures. 

Heather has been with Keen Wealth Advisors since 2016. She previously worked for another financial firm in an Operational and Compliance supporting role. 

Heather has a Bachelor’s degree in Business Administration from the University of Kansas. In her free time, she enjoys spending time with her family, which includes her husband, son and daughter and two dogs. Heather also enjoys reading and making her own eco-friendly laundry detergent.  



Josh Hill, CPA* Photo
Read Bio

Josh Hill, CPA*

Financial Planner

Josh Hill, CPA*


Financial Planner 

913-624-1841
JHill@KeenWealthAdvisors.com

As a Financial Planner, Josh works with clients to develop customized financial plans that help them achieve their retirement goals. Josh’s interest in financial planning was inspired by watching his parents and grandparents retire successfully after years of diligent and disciplined work. He strives to incorporate the same disciplined approach as he helps clients on the road toward achieving their retirement dreams. 

Josh has been with Keen Wealth Advisors since 2019. Prior to joining the firm, he worked in public accounting at Ernst & Young. 

Josh has a Master's degree in Accounting and a Bachelor's degree in Finance and Accounting, all from Iowa State University. He is a Certified Public Accountant (CPA)*. 

Josh grew up in Overland Park, Kansas, and met his wife, Matti, at Iowa State University. He enjoys entertaining his wife’s home improvement ideas and trying to keep up with his son, Leo and their two golden retrievers. He also enjoys spending time at the lake in northern Minnesota. 

 

*Josh Hill is a Certified Public Accountant.  He will keep his CPA designation active, but he will not be soliciting advisory clients for accounting or tax services. 



Robin Beach Photo
Read Bio

Robin Beach

Client Service Associate

Robin Beach

Client Service Associate

913-624-1841
RBeach@KeenWealthAdvisors.com

As a Client Service Associate, Robin provides support to the firm’s advisors and clients. She assists with the client on-boarding process, processes contributions and transfers, and is a resource for day-to-day operations. 

Robin has been with Keen Wealth Advisors since 2019. Prior to joining the firm, she worked in the client services department of Waddell & Reed. 

Robin has a Bachelor’s degree in History and Education from College of the Ozarks. 

In her free time, Robin enjoys spending time with her husband, Jeremy, and their pets. She loves to travel and learn about other cultures. She also enjoys playing the piano, crafting and working on DIY projects. 



Haley Crawford Photo
Read Bio

Haley Crawford

Digital Communications Specialist

Haley Crawford

Digital Communications Specialist

913-294-9855
HCrawford@KeenWealthAdvisors.com

As a Digital Communications Specialist, Haley designs and maintains communication efforts. She received dual Bachelor degrees in Event Management and Hospitality Management from the University of Central Florida in Orlando.  

Prior to joining the Keen Wealth team, Haley worked for the Hilton Organization. Her duties included fostering client relationships, promoting her hotel on social media and travel sites, finding new clients, and creating memorable moments for guests.

In her free time, Haley enjoys spending time with her husband Tucker and their chihuahua Chesney.  They love spending time at the beach, visiting family, or trying new restaurants. 



Jeb Flynn, CRPC® Photo
Read Bio

Jeb Flynn, CRPC®

Financial Planner

Jeb Flynn, CRPC®

Financial Planner

913-624-1841
JFlynn@KeenWealthAdvisors.com

Jeb works with clients to to develop customized financial plans to help them achieve their retirement goals.  Prior to being a Financial Planner, Jeb was a Client Service Associate with the firm where he executed operational requests and interfaced with the firm’s primary custodian, Charles Schwab. He worked to onboard new clients, as well as initiate and monitor account transfers. 

Prior to joining Keen Wealth Advisors in 2020, Jeb was a client care associate at Sound Stewardship, a registered investment advisory firm. 

Jeb has a Master's degree from Nazarene Theological Seminary and a Bachelor’s degree from MidAmerica Nazarene University. He is currently pursuing an additional Master’s degree in Financial Planning at Kansas State University.

Jeb and his wife, Marcela, enjoy exploring new parts of the city, exercising, reading and gardening. They have a new puppy who provides countless hours of entertainment.