Keyana is a CERTIFIED FINANCIAL PLANNER® professional and works from our North Charleston, SC office. Working closely with our investment advisors, Keyana helps clients navigate their complex financial lives. Her approach to wealth management is holistic, integrating essential financial planning elements such as financial positioning, asset protection, investment management, cash flow, education planning, tax management, retirement planning, and estate planning.
As a Retirement Income Certified Professional® and Tax Planning Certified Professional™, Keyana helps clients approaching or enjoying retirement feel confident about their financial future. She focuses on building income strategies that are not only sustainable but also tax-smart, while addressing important factors like healthcare and long-term planning.
Keyana has more than 20 years of experience in business management in the financial services, higher education, and nonprofit industries.
*View certification and designation definitions here