Keon supports the financial advisors at the firm, ensuring clients receive the service they need. His focus is helping new clients transition smoothly onto the Wealth Management CPAs team, then continuing to assist them with account service needs such as processing money movements, donations, and other brokerage account maintenance requests. He has worked in the financial planning industry for the past two years and has enjoyed supporting individuals and families through the administrative side of their financial planning experience.
Keon is currently a senior at Utah Valley University in the Personal Financial Planning program and will graduate in May 2027 with a bachelor’s degree in financial planning. After graduating, he plans to pursue the CFP® designation to become a licensed Certified Financial Planner.
Outside the office, Keon and his wife, whom he met in kindergarten, love anything outdoorsy and enjoy traveling. He also likes golfing, playing basketball, snowboarding, and learning about the finance industry. Keon has lived in Utah for most of his life, but has also lived in Texas, South Carolina, and Washington.