Shane Keith

Shane is a dedicated and accomplished Certified Financial Planner (CFP), leveraging a wealth of expertise acquired through his educational journey and professional accreditations. Shane honed his skills and complemented his knowledge with a bachelor’s degree in business management, and Master of Business Administration (MBA®) from Grand Canyon University, with an emphasis in Finance.

His commitment to excellence is evident through his various certifications, including being a Certified Exit Planning Advisor (CEPA®) designated by the Exit Planning Institute and a Certified Plan Fiduciary Advisor℠ (CPFA®) accredited through the National Association of Plan Advisors. Holding FINRA Series 4, 7, 24, 63, and 65 registrations via Commonwealth Financial Network®, alongside pertinent insurance licenses.

Shane's career trajectory showcases a robust foundation built during his formative years at the Vanguard Group, where he spent five years cultivating expertise in client service, compliance, and management roles. This tenure provided invaluable insights and a solid framework that Shane applies to his current role as Vice President of KDI Wealth.

At KDI Wealth, Shane spearheads investment analysis and research, offering invaluable insights to enhance portfolio management. He actively engages with clients during quarterly and annual strategy sessions, leveraging his expertise to steer clients toward financial success. Shane's multifaceted role extends beyond client interactions; he is instrumental in the training and development of KDI Wealth advisors, driving internal continued education, personalized education programs, and spearheading the firm's onboarding initiatives.

Beyond his professional commitments, Shane's heart lies within the community. A proud native of Payson, Arizona, he remains deeply connected to the town's values and serves as a board member for the RVN3 Foundation. This foundation plays a pivotal role in supporting underprivileged children in pursuing their aspirations within the local community.

Family is at the core of Shane's life. He shares a beautiful journey with his wife, Presli, and their two sons, Eli and Zander. Together, they relish in the joys of travel, seek adventure in the great outdoors, and cherish moments spent enjoying a delightful family movie night. Shane's passion for finance is only rivaled by his dedication to his family and community, creating a harmonious balance in both his personal and professional spheres.