To Learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck
John L. Unice CFP®, CWC| CEO, Senior Partner
”It is exciting to be allowed to create strategies that deploy our client’s financial wealth as a tool to strengthen and deepen their most reliable assets – their family (including future generations), their personal characters and valued relationships. It is a privilege to be allowed to help make a difference and work with a team of people who share that vision.”
John is a principal, Co-founder, and Senior Partner of Keeler Thomas. He has been educating and working with the public in the financial and estate planning industry for over 30 years. As a highly respected presenter, John has taught financial principles over the years to several thousand participants across the United States. He has spearheaded the formation of the firm’s current emphasis on providing customized financial services, and multi-generational wealth planning for families.
Besides the family legacy emphasis, John has led the company in providing consulting, financial, and negotiating skills for support of our business clients. Business succession, purchase strategies and funding, expansion and growth needs are all in his quiver of talents and tools. John also directs the comprehensive wealth management programs for many of the firm’s clients.
Mr. Unice currently serves as the Chairman of the Endowment Committee of the Utah National Parks Council of the Boy Scouts of America. He also serves as a member of the Board of Directors of the I Care Foundation. He serves as Chairman of the Investment Advisory Committee for Keeler Thomas. He earned a Bachelor’s degree in Economics from Brigham Young University. He is a Certified Financial Planner and he holds Series 7, 63, and 24 securities registration and is a Registered Securities Principal.