Our Team
We know you have a lot on your plate, which is why we strive to make the planning process as simple as possible for you. For more than 20 years, we’ve been helping clients navigate the complexities of wealth, and we’re experts at keeping the ball rolling while keeping tasks off your plate.
At each phase of the process, you’ll have a dedicated expert showing you the ropes and providing guidance for any questions you have. In the end, your partnership with our team will allow you to enjoy every season of life with greater financial clarity, confidence, and peace of mind.
Professional
As a wealth management advisor and founder of Keras Wealth Planning, Brad partners with small businesses and families to help them identify their goals, analyze their current financial position, and provide innovative solutions for them to take charge of their futures. He believes that each of his clients is unique, and he holds an unwavering commitment to client service. Brad loves helping clients solve problems in their financial world and guiding them to make wise and effective decisions. He makes it a point to develop strong relationships with the people he serves, and he sees this as the key to his (and his clients’) success. His firm focuses on providing holistic wealth management and risk management strategies.
Brad joined Northwestern Mutual as a college intern in 2001 as a student at Flagler College in St. Augustine, Florida. After graduating in 2002, he became a full-time financial representative. Since then, he’s developed an extensive knowledge of risk management solutions, business planning, and personal finance. Brad is also part of Northwestern Mutual’s exclusive Private Client Group, which focuses on providing advanced planning and wealth management solutions.
His professional accomplishments include:
- 13x Million Dollar Round Table Qualifying Member
- 6x Top 10 Financial Representatives in Northwestern Mutual's Southern Region
- 6x Top 20 Financial Representatives at Northwestern Mutual Nationwide
- 4x Top of the Table Qualifying Member
- 4x Financial Advisor of the Year for Jacksonville, Florida Agency (2017, 2018, 2020, 2021)
Personal
Brad is an extremely active and busy individual! When he’s not working, you can find him in the gym, on the court showing off his pickleball skills, flying north to catch a New York Giants game, traveling to Miami with his son for a Heat game, or cheering on the Florida Gators. He and his beautiful wife Mariah married in 2018 and welcomed their newest addition to the family in January of 2021. Brad is a proud father of two sons, Jacob (16) and baby Breckett (1). Jacob dreams of being an ESPN announcer, and Brad is extremely proud of his son’s extensive sports knowledge and dedication to his basketball “career.” (Brad says Jacob is the next Steph Curry, but only because his build is slightly smaller than Lebron James.) Baby Breckett has just learned to walk and greets everyone he meets with a “HI!”
Brad and Mariah also enjoy giving back to their local community and supporting pediatric cancer research.
As Director of Investments and Planning, Alex serves our firm by overseeing our clients’ investment portfolios, conducting advanced planning research, and creating financial plans. He also meets with clients to review their progress and works alongside Brad to further our clients’ financial goals.
Alex began his work in the financial industry with Fidelity Investments, where he served as a Private Client Relationship Manager, Securities Licensing Instructor, and Fixed Income Specialist before joining Keras Wealth Planning in 2017.
Alex has earned the Chartered Financial Analyst (CFA®) designation and holds his Life, Health and Variable Annuity Insurance (2-15) license. He received his master’s degree from Duke’s Fuqua School of Business in 2019 after attending University of the Cumberlands (UC) in Williamsburg, Kentucky, where he graduated cum laude with a double major in business administration and business management information systems.
He and his wife Sarah have a fur baby named Luna, and in his free time, Alex enjoys playing sports, attending concerts and other events, traveling, and being with his family and friends. When it comes to sports, he’s all about the Jacksonville Jaguars, Florida Gators, and Duke Blue Devils. Alex also dedicates his time to volunteering with the Junior Achievement of North Florida and Alex’s Lemonade Stand.
David helps our clients obtain financial security by developing personalized financial plans based on their specific goals and handles the firm’s investment operations. He also consults with Brad to provide investment product solutions that align with our clients’ long-term goals and works alongside Alex Roepe developing asset allocation models for our investment portfolios.
David holds his Series 7, Series 63, Series 65, and is fully licensed in life, health, and disability insurance. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. David earned his bachelor's degree in business from Jacksonville University. Prior to joining Northwestern Mutual in 2015, David worked in New York City as an advisor with Merrill Lynch.
When he’s not at work, David enjoys spending time with his wife and two children. He also loves reading, playing tennis, and running.
Kenny supports our team and our clients during the insurance planning process. By providing consistent communication and follow-up, he helps clients easily navigate the application and underwriting process. In his role, he also manages client payments, adjusts current policies to ensure they’re meeting clients’ needs, and collaborates with Brad to prepare illustrations for client meetings.
Before joining Northwestern Mutual, Kenny spent more than three years in the banking industry, where he gained experience in financing and servicing client accounts. He started with Northwestern Mutual in 2017 as part of a new district office, where he assisted in establishing a positive culture for the team. He joined Brad’s team the end of 2019 and since then, he’s enjoyed the opportunity to work with a Forum advisor and help the Keras team maintain a high standard of client service. He has his Florida Life & Health license.
Kenny was born and raised in Jacksonville, Florida, where two of his three siblings also live. He loves spending time outdoors, and enjoys playing soccer, surfing, and mountain biking. Recently, he also added golf to the mix! He’s a Jaguar season-ticket holder, and he’s always down for a home game or a road trip to see them play. He recently got married to his sweet sweet wife Sarah.
Kyle joined Keras Wealth Planning in February of 2023 as an Associate Financial Advisor after working for 6 years with Northwestern Mutual in south Florida. His main role on the team is working in a client-facing position alongside Brad and establishing parameters for what needs to be done for clients moving forward. He also serves as an extra set of eyes to review all material prior to meetings to ensure accuracy. He currently has his Florida Life & Health (2-15) License as well as his Series 6 and Series 63 securities licenses.
Prior joining Keras Wealth Planning, and Northwestern Mutual, Kyle spent 6 years teaching AP U.S. History and AP Economics/Government at Boca Raton Community High School where he also was the varsity lacrosse coach in the spring.
Born and raised on Long Island, New York, Kyle spends his free time fishing, hunting, and golfing. He and his wife Elise moved back to Jacksonville to be closer to her family and are excitedly awaiting the birth of their first child in August of 2023.
