Independent wealth management firm Archford Capital Strategies announced the addition of Jeff Keiser as director of Family Tax.
He will lead the Archford team as it launches its family office and trust service.
He received his J.D. from the University of Missouri and has more than 35 years of experience in tax, retirement, estate, and financial planning, having held leadership positions at a large private bank and a national trust company. He recently earned the Accredited Estate Planner (AEP) designation from the National Association of Estate Planning Councils. He is a member of the St. Louis Estate Planning Council, the Kansas City Estate Planning Society and the Missouri Bar Association’s Trust & Probate Committee.
Keiser has given numerous presentations and seminars on estate, business succession and tax-planning topics He has also taught classes at the K.C. Chapter of the American Institute of Banking, Maple Woods Community College and Park University.
About Archford Capital Strategies:
Archford Capital Strategies, a private wealth management firm founded by James D. Maher, is represented by a team of advisors with more than 75 advanced degrees, professional designations, accreditations and certifications. Archford Capital Strategies offers a wide range of financial services to clients, including wealth management, retirement planning, business consulting, data management and philanthropic services. In 2019, the firm acquired Deck & Co and Tragesser & Associates PC to launch Archford Accounting with offices in Swansea and Edwardsville. Visit https://archfordcapital.com/.