Keith’s take-charge attitude coupled with his years of experience acting as a “sounding board” for businesses has helped clients work through many key business and planning issues. As an adviser, Keith sees more than just numbers and provides clients with real business insight.
Keith’s principal area of expertise is advising privately owned businesses, overseeing audits, reviews, tax planning and providing business consulting. His clients have a strong emphasis in service-related companies, manufacturing, insurance, broker/dealer, wholesale and distribution industries. In particular, Keith acts as an outside “CFO” for many of his clients. He saves them money by helping them with business issues concerning buy-sell agreements, life insurance analysis, IC-DISC implementations, retirement plan reviews, securing bank financing, and retirement plan analysis and restructuring to help owners maximize their contributions.
As market leader for the Ohio region, Keith focuses on expanding the firm’s brand, business and community relationships across Ohio. This includes supporting the go-to-market development of next generation leadership in the firm.
- Co-Leader of the firm’s Wholesale & Distribution Group; active in staff development and mentoring for the firm's Assurance Practice
- Former Cohen & Company Board Member
- Prayers from Maria Foundation Board
- Southern Estates Homeowners Association (President)
- Ohio State Diamond Club
- KSKJ Fraternal Lodge 226
- Ohio Society of CPAs
- American Institute of CPAs
- Treasurer of several privately held companies, assisting with numerous financing issues
A four-year letter winner and former co-captain of The Ohio State University Baseball Team, Keith still enjoys playing sports. He coaches for his son’s football and baseball teams and makes time to travel and attend the theater. He, his wife and their two children live in Brecksville, Ohio. His wife is also the proud owner of L’Nique Specialty Linens, the largest specialty rental linen company in Northeast Ohio.