FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Keegan Bowman

Keegan joined our operations team in August 2022. She has experience in both Financial Services and Education.  In addition to responsibilities in general operations, client support and new business she works alongside our team to provide basic financial planning and investment planning consulting.  Her role continues to expand to be even more client facing.

Keegan enjoys spending time with family and friends, volleyball, swimming, and travel.

She holds a bachelor’s degree from St. Lawrence University in business and economics. She has her Life, Accident & Health license; Series 6 and 63 licenses.