Mike Perry, President, Keel Point Advisors
As President of Keel Point, Mike’s number one priority is to lead and support his team of registered investment advisors so they can meet the needs of their clients. With over 35 years in the financial industry, Mike has had the pleasure of fostering environments where advisors can succeed and identifying opportunities to develop the business further.
At Keel Point, their goal is to maximize the potential of their client’s wealth, and they do that through personalized options for personal, family and philanthropic wealth planning. Part of leading this team of extraordinary advisors is creating a collaborative culture that gives advisors the creativity and freedom to provide a best-in-class client experience while always having our strong community to lean on and learn from — this is Mike’s passion!
When he is not in the office, Mike enjoys playing golf, spending time with his wife, Peggy, their kids, and 13 grandkids.