Meet Keith
Keith is a Manager, Sr. Financial Planner, based in McLean, Virginia. Before joining Mercer Advisors in 2022, he served as a K-12 and university educator in the U.S. and South Korea, and he holds bachelor’s and master’s degrees from Liberty University. He is a CERTIFIED FINANCIAL PLANNER® professional, Certified Student Loan Professional, CHARTERED RETIREMENT PLANNING COUNSELORSM, Accredited Portfolio Management AdvisorSM, and IRS enrolled agent (EA).
His working style
Whether clients are preparing for retirement, managing student loans, navigating a career transition, or moving toward a major life goal, Keith enjoys helping them create a plan that supports the financial life they want to live. Keith is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions.
Keith in real life
What keeps you busy outside of work?
My wife and I enjoy serving together in our local church and spending time with family. We have adult sons living in Virginia and a daughter and son-in-law in Michigan. My wife and I enjoy serving together in our local church and spending time with family. Since May 2025, my wife and I have also enjoyed traveling to new places as house sitters, caring for other people’s pets while they are away. It has been a fun and rewarding new adventure that has allowed us to explore different communities, meet wonderful pets and their owners, and experience new places in a unique way.
Favorite thing about where you live?
Outside of work, I enjoy traveling, paddleboarding, hiking, playing board games, and exploring Virginia’s historic sites. As a longtime history enthusiast, I appreciate the opportunity to visit places like Colonial Williamsburg, Monticello, Poplar Forest, Mount Vernon, and other landmarks that tell the story of how the U.S. was founded and developed.
Why do you like working at Mercer Advisors?
I appreciate the Mercer Advisors commitment to comprehensive financial planning and putting clients’ best interests first. The firm’s collaborative environment and broad range of expertise allow me to help clients address all aspects of their financial lives. Most importantly, Mercer Advisors shares my belief that financial planning should empower people to live their lives with purpose and confidence.
Keith ’s snapshots
Meet Keith ’s Teammates
Michael Van Boening
Director, Financial Planning
What Keith Says
Michael and I love helping families with college planning because we get to see the impact almost immediately. Thoughtful planning can strengthen a family’s financial foundation while also opening doors for students as they begin one of the most important and transformative journeys of their lives.
Aaron Bauer
Director, Financial Planning
What Keith Says
Aaron and I enjoy helping clients navigate the complex and often overwhelming world of student loans. It’s especially rewarding to help clients gain clarity and confidence as we work together to identify the repayment strategy that’s best suited to their distinct circumstances. Seeing the relief and increased financial confidence that often follows is one of the most fulfilling aspects of what we do.
Mark Falamoun
Wealth Advisor
What Keith Says
Mark and I develop financial and tax planning strategies that are tailored to each client’s distinct circumstances. While many planning situations have common elements, each client has different goals, challenges, and opportunities. It’s rewarding to collaborate on personalized solutions that help clients make informed decisions and move forward with confidence.
Articles by Keith
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