Broker Check
Contact Us
Shane Keith, MBA®, CFP®, CPFA®

Shane Keith, MBA®, CFP®, CPFA®

Executive Partner, Vice President

  • CERTIFIED FINANCIAL PLANNERTM professional, CFP Board, Washington, DC from New York University
  • Master of Business Administration MBA® with an emphasis in Finance from Grand Canyon University
  • Certified Plan Fiduciary Advisor℠, CPFA® through National Association of Plan Advisors
  • FINRA Series 4, 7, 24, 63, and 65 registrations through Kestra Financial and applicable insurance licenses
  • Bachelor’s in Business Management, from Grand Canyon University

Shane leads our team with investment analysis and research in relation to account management. Shane serves our clients in quarterly and annual strategy sessions as one of our lead Wealth Advisors. Shane also plays an integral part in the training and development of KDI Wealth advisors through internal continued education, individualized education programs, and leading KDI Wealth’s onboarding program. Shane began his career with a five-year tenure at Vanguard in client service, compliance, and management prior to joining KDI Wealth.

 

Shane was born and raised in Payson, Arizona. He loves the community and what it represents as a small town. Shane is involved in the community as a board member for the RVN3 Foundation which supports underprivileged kids in the local community follow their dreams. Shane and his wife, Presli, have two beautiful boys, Eli, and Zander. As a family, they enjoy travel, outdoor adventures, and are always excited for a great movie night!


Advisor Hub - Advisors to Watch Under $1B Award – Advisor Hub has created the 1,000 Advisors to Watch to recognize excellence in all types of practices and advisors. We received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. For more information Advisor Hub