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Our Team

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?



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Bill Keen

Founder and CEO

Bill Keen

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 specialize in advising those within the architecture, engineering, and construction community on issues related to ESOP plans, compensation, taxes, benefits planning, and much more.

Bill has over 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 to eventually help his family. He opened his first investment account in high school. Today, his team treats all the firm’s clients like 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. An early adopter of podcasting, Bill’s podcast is in its 8th year of production with over 200 episodes available on all the major podcast platforms. 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. He is honored to have received the Distinguished Alumni Award for Service for 2023 from his alma mater. In addition, he has presented at UCM and lectured on investing at the University of Missouri Block School of Business graduate program and multiple corporations in the Kansas City area. 

Bill is an instrument-rated private pilot and carries 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. He is also a volunteer pilot and serves on the board for Angel Flight Central.  This non-profit 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 or supported the Boys and Girls Club of America, Family Conservancy, NAMI, The Kansas City Girls Preparatory Academy, Camp Quality Kansas, Camp Quality Missouri, The Veterans Community Project, Make-A-Wish, Exodus Cry, Kansas District Optimists, and others.   

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 repairs 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 of having a blended family of five children. Bill and Carissa head up the Bill and Carissa Keen Charitable Foundation and make regular grants each year in support of the community.  


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Matt Wilson, CFP®

Chief Investment Officer, President

Matt Wilson, CFP®

Chief Investment Officer,President

(913) 624-1841
MWilson@KeenWealthAdvisors.com

As Chief Investment Officer and President, 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. Matt is a CERTIFIED FINANCIAL PLANNER™  professional who holds life, accidental, and long-term care insurance licenses in multiple states.

Matt and his wife, Amie, live in Parkville, MO with their children, Tyler and Clara.  Matt enjoys participating in many hobbies. At a young age he would immerse himself in whatever activity he became interested in.  He always enjoyed the outdoors and attended every Boy Scout camp he could and became an Eagle Scout at 14.  Post college he became interested in endurance events and participated in ultra-marathons and triathlons. He has completed several triathlons, a half Ironman, many 50k trail runs, and a 100-mile foot race in the Flint Hills of Kansas. Currently, Matt has traded his running shoes for a Corvette and Porsche Cayman and enjoys traveling to different racetracks across the US.  He competes in time trials, sprint and endurance races, and also enjoys many driver education events.


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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, daughter, and three dogs. Heather also enjoys reading and making her own eco-friendly laundry detergent.  



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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.



Jesse Bunse, CFP®, CRPC® Photo
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Jesse Bunse, CFP®, CRPC®

Partner | Senior Financial Planner

Jesse Bunse, CFP®, CRPC®

pARTNER | 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 on finance and banking, from the University of Missouri–Columbia. Jesse is a CERTIFIED FINANCIAL PLANNER TM professional and holds the CHARTERED RETIREMENT PLANNING COUNSELOR SM designation.  He is currently a member of the University of Missouri Personal Financial Planning Industry Advisory Board as well as the Financial Planning Association.

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


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Josh Hill, CFP®, CPA*

Financial Planner

Josh Hill, CFP®, 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. Josh is a CERTIFIED FINANCIAL PLANNER™ professional and also 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 daughter, Lucy, 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. 



Lisa Brummett, CFP®, CRPC® Photo
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Lisa Brummett, CFP®, CRPC®

Financial Planner

Lisa Brummett, CFP®, 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, with experience working as a long-term care agent for a national insurance company. Prior to joining Keen Wealth Advisors, Lisa spent two decades working as a licensed clinical counselor. 

Lisa is a CERTIFIED FINANCIAL PLANNER TM   professional and a CHARTERED RETIREMENT PLANNING COUNSELOR SM  designee. Both designations focus largely on the retirement process, estate planning and asset management during pre- and post-retirement. Lisa plays a crucial role in our organization by providing financial planning and relationship management to leads. She collaborates with marketing to research and review leads to promote our services. 

She considers herself a lifelong learner and feels that her passion for learning has led her down the journey of becoming 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” from the program. 

Lisa also loves fitness and can be found running trails, half marathons, and sprint triathlons. When she’s not running, she can be found hanging 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 black belts.

 



Jeb Flynn, M.S., CFP®, CRPC® Photo
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Jeb Flynn, M.S., CFP®, CRPC®

Financial Planner

Jeb Flynn, M.S., CFP®, CRPC®

Financial Planner

913-624-1841
JFlynn@KeenWealthAdvisors.com

As a financial planner, Jeb collaborates with clients to develop customized financial plans that account for Social Security, employment benefits, estate planning, insurance, and tax considerations. He enjoys creating comprehensive plans and strategies to help clients achieve their retirement goals.

Jeb has been with Keen Wealth Advisors since June 2020. Prior to this, he worked for another financial firm in Overland Park, KS, where he realized his potential to guide clients through difficult situations and assist them in planning their financial futures.

Jeb holds a master's degree in personal financial planning from Kansas State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation. At Keen Wealth Advisors, Jeb coordinates the summer internship program and is a member of the Kansas State University PFP Advisory Board. He also serves as an adjunct professor of financial planning at Kansas State University and is a member of the Financial Planning Association.

During college, Jeb helped students at his university raise funds to build a school in rural Kenya for children orphaned by HIV/AIDS. Given our focus on community impact and giving back to our community, his alignment with Keen Wealth Advisors was a natural fit.

Jeb and his wife, Marcela, enjoy exploring new parts of the city, reading, and hiking with their little girl, who provides them with countless hours of entertainment.



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Paul Hefferon, CFP®

Financial Planner

Paul Hefferon, CFP®

Financial Planner

(913) 624-1841
PHefferon@KeenWealthAdvisors.com

Paul spends time with clients guiding them through the process of understanding and then planning for the realization of their goals and aspirations for financial independence. Paul joined Keen Wealth Advisors in 2022, transitioning from work as a financial planner with Financial Avenues. Prior to that, he was an associate advisor with Northwestern Mutual. Paul is a CERTIFIED FINANCIAL PLANNER™  professional, upholding the standards of the designation for the benefit of Keen Wealth Advisors clients.

Paul is a local product, graduating from Blue Valley West High School in Overland Park and earning his bachelor's degree in Marketing from the University of Kansas, where he was an All-American and Team Captain of the Jayhawk Men’s Cross Country and Track & Field teams. He also served as a student senator and as the college ministry director at his church. After KU, Paul pursued his running dreams, qualifying for the 2012 Olympic Trials Marathon and winning the 2012 Kansas City Marathon. He still runs regularly and has taken on a new challenge in the triathlon. 

Paul loves spending time with his two children, Calvin and Norah, and their rowdy Goldendoodle, Finn. He also enjoys volunteering, visiting art museums, and finding live music in and around the Kansas City area.



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Ryan Kohr, CFP®

Financial Planner

Ryan Kohr, CFP®

Financial Planner

913-624-1841
RKohr@KeenWealthAdvisors.com

As a financial planner, Ryan builds client relationships to help people achieve their financial goals. Ryan helps with the onboarding of new clients by building financial plans and assisting the client services team. Ryan started with Keen Wealth Advisors in June of 2022. 

Prior to working at Keen Wealth Advisors, Ryan was a student at Kansas State University. He has since graduated Summa Cum Laude with a degree in finance and an emphasis in personal financial planning. While attending college, Ryan worked as a peer financial counselor at Powercat Financial, where he advised and educated students on financial topics such as student loans, credit, and job offers. Ryan is a CERTIFIED FINANCIAL PLANNER TM professional.

In his free time, Ryan enjoys spending time at the lake with his wife, Peyton, along with his friends and family. He also enjoys golf, movies, and taking his dog on walks whenever he can.     


 

 




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Noah Wildman, CFP®

Financial Planner

Noah Wildman, CFP®

Financial Planner

913-624-1841
NWildman@KeenWealthAdvisors.com

As a financial planner, Noah works with clients to develop customized financial plans that help them achieve their retirement goals. He also works in the back office, providing research and data analysis on financial plans and assisting the client services team with processing requests. Noah also assists the client services team in gathering and processing paperwork. Noah started with Keen Wealth Advisors in June of 2022.

Prior to working at Keen Wealth Advisors, Noah was a student at Kansas State University. He graduated with a bachelor's degree in personal financial planning with a minor in business. Throughout college, Noah had an internship in San Antonio, Texas, with Arrow Wealth Advisors, where he learned about the industry and really found a passion for his future career during this time. Noah is a CERTIFIED FINANCIAL PLANNER TM professional.

In his free time, Noah enjoys traveling with friends and family, golfing, attending Kansas State sporting events, and spending summer weekends at the lake.



 

 




Hannah Casteel, M.S., CFP® Photo Hannah Casteel, M.S., CFP® Hover Photo
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Hannah Casteel, M.S., CFP®

Financial Planner

Hannah Casteel, M.S., CFP®

Financial Planner

913-624-1841
hcasteel@keenwealthadvisors.com

Hannah spends time with clients, guiding them through the process of understanding and then planning for the realization of their goals and aspirations for financial independence. Hannah joined Keen Wealth Advisors in January of 2024, transitioning from work as a financial planner with Balanced Financial Planning. Hannah is a CERTIFIED FINANCIAL PLANNER™ professional, upholding the standards of the designation for the benefit of Keen Wealth Advisors clients.

Hannah has a master's degree in personal financial planning from Kansas State University. Hannah also graduated with certificates in Advanced Financial Planning and Financial Therapy. 

Hannah and her husband, Austin, enjoy spending time in Colorado with their daughter. Additionally, Hannah enjoys doing her daily sudoku and crossword puzzles, playing the ukulele, and continuously learning new skills and hobbies. 



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Matt Miller

Financial Planner

Matt Miller

Financial Planner

913-624-1841
mmiller@keenwealthadvisors.com

As a financial planner, Matt maintains ongoing relationships and aids in the development of new client relationships. He provides customized financial advice and works with multiple people within the firm to help clients achieve their financial goals. Matt started with Keen Wealth Advisors in June of 2023. 

Prior to working at Keen Wealth Advisors, Matt was a student at Kansas State University and graduated with a degree in personal financial planning with a minor in business. Throughout college, Matt was a member of Pi Kappa Alpha as well as an intern for Keen Wealth Advisors.

In his free time, Matt enjoys playing golf, fishing, reading, watching documentaries, and spending time with friends and family.



 

 




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Nick Nguyen, AAMS™

Financial Planner

Nick Nguyen, AAMS™

Financial Planner

913-624-1841
NNguyen@KeenWealthAdvisors.com

As a financial planner, Nick works with clients to develop customized financial plans that help them achieve their retirement goals. He is also a member of the trading team at Keen Wealth Advisors where he initiates and completes trades for client accounts. Nick helps in the onboarding of new clients, as well as initiates and monitors account transfers. Nick has been with Keen Wealth Advisors since 2021.

Prior to working at Keen Wealth Advisors, he worked as the administrative secretary of Regal Nails and shift supervisor of BAMBU where he had the opportunity to build and develop customer relations while providing satisfactory customer service.

Nick earned his master's of science with a focus in finance from the University of Missouri Kansas City after he earned his bachelor's of business administration. He has also earned the Accredited Asset Management Specialist™ designation.

In his free time, Nick enjoys spending time with his family and practices creating unique ceramic pottery. Nick also enjoys weightlifting and spending time outdoors.



 

 




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Emma Gustin

Paraplanner

Emma Gustin

paraplannner

913-624-1841
egustin@keenwealthadvisors.com

As a paraplanner, Emma maintains ongoing relationships and aids in the development of new client relationships. She provides customized financial advice and works with multiple people within the firm to help clients achieve their financial goals. Emma started with Keen Wealth Advisors in January of 2024. 

Prior to working at Keen Wealth Advisors, Emma was a student at Kansas State University and graduated with a degree in personal financial planning with a minor in leadership. Throughout college, Emma was a member of Alpha Delta Pi, the Financial Planning Association, the Financial Services Leadership Institute, and the Financial Well-being Ambassador, as well as an intern for Keen Wealth Advisors.

In her free time, Emma enjoys spending time with family, cheering on the K-State Wildcats, and taking her Labradoodle, Lennon, on walks. 



 

 




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Jacob Eshleman

Compliance Specialist II

Jacob Eshleman

Compliance Specialist II

913-871-6622
jeshleman@keenwealthadvisors.com

As a compliance specialist II, Jacob performs various duties focused on auditing and testing internal policies and systems to identify, detect, and correct noncompliance. Also, he assists with monitoring new and current regulatory rules and evaluating if our internal policies and procedures need to be added or amended.  Jacob started with Keen Wealth Advisors in November of 2022.

Prior to working at Keen Wealth Advisors, Jacob was a student at Northwest Missouri State University. He graduated with a bachelor's degree in wildlife ecology and extended his education at Minnesota State University, studying human resources. Throughout college, Jacob completed research with the Missouri Department of Conservation and operated as a pesticide use investigator for the Missouri Department of Agriculture. 

In his free time, Jacob enjoys playing golf, spending time with friends and family, and appreciating nature by hiking, camping, and hunting. 



 

 




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Gabrielle Gray

Compliance Specialist

Gabrielle Gray

Compliance specialist 

913-624-1841
GGray@keenwealthadvisors.com

As a compliance specialist, Gabrielle verifies the firm's daily operations and functions and adheres to industry regulations as well as internal policies and procedures. She performs a variety of duties focused on reviewing and completing tasks for our annual compliance program. Gabrielle started with Keen Wealth Advisors in September of 2022. 

Prior to working at Keen Wealth Advisors, Gabrielle worked at a nonprofit organization as a CDS specialist, where she helped provide employment services to adults with disabilities. Gabrielle received her degree from Minnesota State University Mankato, where she graduated with a bachelor's degree in communications studies with a minor in advocacy.

In her free time, she enjoys spending time with her animals, making pottery, and reading.


 

 




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Robin Beach

Senior Client Service Associate

Robin Beach

SENIOR Client Service Associate

913-624-1841
RBeach@KeenWealthAdvisors.com

As a senior 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, two daughters, and their pets. She loves to travel and learn about other cultures. She also enjoys playing the piano, crafting, and working on DIY projects. 



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Natasha Gibbons

Client Service Associate

Natasha Gibbons

Client Service Associate

913-624-1841
NGibbons@KeenWealthAdvisors.com

As a client service associate, Natasha 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. 

Natasha joined Keen Wealth Advisors in 2021 but has worked in the industry with multiple firms since 2012. Natasha has a performance certification from the Integrated Musical Theatre program at the American Musical and Dramatic Academy in New York City.

In her free time Natasha enjoys spending time with her daughter, singing at her church, and performing as much as she can in the Kansas City area.



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Rachel Cross

Client Service Associate

Rachel Cross

Client Service Associate

913-624-1841
rcross@keenwealthadvisors.com

As a client service associate, Rachel 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. Rachel started with Keen Wealth Advisors in July of 2023.

Prior to joining Keen Wealth Advisors, Rachel accumulated seven years of experience in the Meetings & Events industry in New York City. She holds a degree in communication studies from Kansas State University.

During her leisure time, Rachel enjoys exploring new destinations and cherishing her role as a cat mom to two delightful Siamese cats named Dexter and Lila.


 

 




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Tyler Jouret

Client Service Associate

Tyler Jouret

Client Service Associate

913-624-1841
tjouret@keenwealthadvisors.com

As a client service associate, Tyler supports the firm’s advisors and clients. He assists with client onboarding by processing contributions and transfers, generating and reviewing paperwork, assists in answering phones, and is a resource for day-to-day operations. Tyler joined Keen Wealth Advisors in November 2023. 

Tyler currently serves in the Kansas National Guard as a Staff Sergeant in the Rocket Artillery unit, and he previously served in the Army as a paratrooper from 2016 to 2019. While in the Army, Tyler was a Team Sergeant in the 173rd Airborne Brigade. Prior to working at Keen Wealth Advisors, Tyler worked at AGI SureTrack where he coordinated shipping and receiving. 

In his free time, Tyler enjoys weightlifting challenges, being outdoors, and riding around Kansas City on his motorcycle, going to concerts and comedy shows. 



 

 



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Gibson Shaver

Support Specialist

Gibson Shaver  

support specialist

913-624-1841
GShaver@KeenWealthAdvisors.com

As a support specialist, Gibson works closely with the senior compliance specialist and operations manager on completing, coordinating, and maintaining company initiatives. Gibson assists in vendor relationships and contracting between our team and the vendor. Gibson started with Keen Wealth Advisors in October of 2022.

Prior to working at Keen Wealth Advisors, Gibson was a student at Kansas State University. She graduated with a bachelor's degree in conservation biology, with an emphasis in natural resources & environmental science. Gibson worked in a genetics lab for two and a half years while at Kansas State.

She enjoys spending time with her family, reading a good book, and completing challenging puzzles in her free time. 



 

 




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Bailee Daniels

Digital Creative & Content Specialist

Bailee Daniels

Digital Creative & Content Specialist

913-233-8830
bdaniels@keenwealthadvisors.com

As a digital creative & content specialist, Bailee collaborates closely with financial planning team members, compliance, and other members of the marketing department, undertaking visually appealing content for our marketing brand, campaigns, and events. Bailee started with Keen Wealth Advisors in January of 2023.

Prior to working at Keen Wealth Advisors, Bailee was an account coordinator at the Miller Group for a year and a half. Bailee graduated from the University of Central Missouri with a bachelor's degree in digital media production. Throughout college, Bailee was a member of Sigma Sigma Sigma Sorority and was the secretary for the Media Creators Association. 

In her free time, Bailee enjoys traveling, learning new things, being with friends and family, playing sand volleyball, and reading mystery books.  



 

 




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Mallory Grahn

Marketing & Events Coordinator

Mallory Grahn

Marketing & Events Coordinator

913-233-8830
mgrahn@keenwealthadvisors.com

As a marketing & events coordinator, Mallory undertakes diverse tasks to ensure the success of marketing campaigns and events. This includes planning and executing various events, developing and implementing marketing strategies, and maintaining brand consistency across all initiatives. Mallory started with Keen Wealth Advisors in January of 2023.

Prior to working at Keen Wealth Advisors, Mallory was a student at Oklahoma City University for the first three years of her college career. She then transferred to Oklahoma Baptist University for the remaining year and graduated with a degree in business marketing. While getting her degree, Mallory was also a college athlete and played basketball all 4-years. 

In her free time, Mallory enjoys traveling around the U.S., sightseeing around Kansas City, and reading.



 

 




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Anne Haines

Client Support Administrator

Anne Haines

Client Support Administrator

913-624-1841
ahaines@keenwealthadvisors.com

As a client support administrator, Anne is the first voice and face our clients hear and see when coming into the office. She ensures smooth day-to-day operations while providing outstanding customer service to the firm's clients and team members. Anne started with Keen Wealth Advisors in November of 2023.

Prior to working at Keen Wealth Advisors, Anne worked at Hallmark as an administrative assistant. She received her degree from the University of Missouri – Kansas City, graduating Cum Laude with a bachelor’s degree in theatre performance and a minor in psychology.  

In her free time, she is most likely performing in a local theatre production or is spending time at home with her cat, Fiona. She has never met a craft she didn’t like, enjoys reading, and is at her happiest when she’s at a Disney theme park.