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ben pali | Registered Assistant

"At Keeler Thomas we strive to continually put our clients first We help them put a plan in place for whatever financial goals they have, and help them achieve their goals."

Ben joined the Keeler Thomas team in 2014 as a Registered Assistant. His responsibilities include handling requests for information, coordinating advisor appointments, administering client needs and paperwork, and assembling materials and resources as needed to assist with client servicing and education.

Prior to coming to Keeler Thomas, Ben worked for Wells Fargo Advisors. In 2013, he graduated with his Bachelors degree from University of Phoenix. Ben holds his series 7 and 63 security designations, Registered Paraplanner designation, and Life Insurance license.