Meet Keenan
Keenan is a Partner at Mercer Advisors, based in Richmond, Virginia. He began his financial services career in 2009, inspired by his father’s career. Keenan has since established himself as a trusted advisor to individuals, families, and businesses. Before joining Mercer Advisors in 2023, he held key roles at Morgan Stanley, E*TRADE, and LPL Financial. Keenan earned a B.S. degree in finance from Salisbury University in Maryland and is a CERTIFIED FINANCIAL PLANNER® professional.
Keenan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Keenan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Keenan thrives in collaborative environments and brings energy to every interaction. He’s highly adaptable, embracing change and pivoting with ease. Grounded in practical problem-solving and strong emotional intelligence, Keenan listens to all perspectives and adjusts his approach to help create clarity and comfort for colleagues and clients alike.
Keenan in real life
What keeps you busy outside of work?
My wife, Emily, and I have two kids, who keep us busy — evenings and weekends are spent in the community on soccer or lacrosse fields and basketball courts, and in dance studios. We’re always on the move.
What makes you tick?
What makes me tick is helping others succeed. Throughout my career and personal life, I’ve invested a lot of time in coaching and leadership roles because I genuinely believe in the power of growth and development. I like to say I have a coach’s heart — I’m driven by seeing people reach their potential and achieve more than they thought possible.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because I get to help people feel confident about their financial future. It’s rewarding to see the impact we make in clients’ lives, and I’m surrounded by a team that genuinely cares about doing the right thing. Every day brings new challenges and opportunities to learn, and that keeps the work exciting and meaningful.
Keenan’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professional
Meet Keenan’s Teammates
Jody Wyatt
Sr. Client Service Specialist
What Keenan Says
Jody is the heart of our operations and acts as our office COO, making sure everything runs smoothly for our clients. She’s dedicated to keeping our promise of delivering exceptional care and service to every family we work with.
Jonathan Gossens
Sr. Investment Strategist
What Keenan Says
Working with Jon is always an exercise in strategic excellence — his profound market knowledge and disciplined approach to investing consistently elevate our planning and enable us to help deliver results for clients.
Joseph Young
Managing Partner
What Keenan Says
Joe offers strategic guidance and strong leadership to all our teams across the Greater Washington, D.C. region. His extensive experience, deep understanding of the market, and collaborative spirit inspire us as we continue to deliver the Mercer Advisors status quo.
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