Greg Keith, CFP®

Greg Keith, CFP®Greg Keith, CFP®Greg Keith, CFP®

Greg Keith, CFP®

Greg Keith, CFP®Greg Keith, CFP®Greg Keith, CFP®
  • Home
  • Planning Services
    • WEALTH PLAN ATLANTIC
    • FEE-ONLY PLANNING
  • About Us
    • WHY WORK WITH US
    • MY MISSION
    • OUR TEAM
  • Resources
    • THE VISUAL WEALTH PROJECT
    • LINKEDIN
    • CONTACT US
  • More
    • Home
    • Planning Services
      • WEALTH PLAN ATLANTIC
      • FEE-ONLY PLANNING
    • About Us
      • WHY WORK WITH US
      • MY MISSION
      • OUR TEAM
    • Resources
      • THE VISUAL WEALTH PROJECT
      • LINKEDIN
      • CONTACT US
  • Home
  • Planning Services
    • WEALTH PLAN ATLANTIC
    • FEE-ONLY PLANNING
  • About Us
    • WHY WORK WITH US
    • MY MISSION
    • OUR TEAM
  • Resources
    • THE VISUAL WEALTH PROJECT
    • LINKEDIN
    • CONTACT US

Our Team

Greg Keith, CFP®, RWM™

Paul Bethel, CFP®, CLU®, CIM®

Paul Bethel, CFP®, CLU®, CIM®

Financial Advisor

Paul Bethel, CFP®, CLU®, CIM®

Paul Bethel, CFP®, CLU®, CIM®

Paul Bethel, CFP®, CLU®, CIM®

Financial Planning Consultant

Haley Ross

Paul Bethel, CFP®, CLU®, CIM®

Theresa Rogers

Planning Associate 

Theresa Rogers

Theresa Rogers

Theresa Rogers

 Operations Manager 

Marianne Agudo

Theresa Rogers

Marianne Agudo

 Marketing & Planning Associate 

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