Keith Kruk

Business Development Associate

As a Business Development Associate, Keith is responsible for describing the Oak Harvest planning process to prospective clients. Having worked in the Financial Services industry for 30 years, he has witnessed how those who consult with professional, financial advisors may be better equipped to reach both their short-term and long-term financial goals. In addition, their portfolios have the potential to better cope with the volatility of the financial markets.

Keith encourages those seeking a financial planning partner to consider the concept of an all-in-house investment management team that collaborates with the financial advisors. This way the portfolio make-up has a better chance of matching the current objectives of a financial plan.

Keith was a member of the armed forces for six years where he spent part of his time as a paratrooper. He loves the sport of baseball; coaching youth baseball and played in the men’s senior baseball league for many years.