Senior Retirement Plan Consultant
As a senior retirement plan consultant, Keith Schermitzler works with financial advisors, plan sponsors, and national marketing groups across the country delivering retirement plan solutions and financial wellness to their clients and employees. Keith has worked in the financial services industry for more than 35 years and has specialized in qualified retirement plans for nearly his entire career. He takes pride in the positive impact retirement plans have on people’s lives and enjoys delivering retirement plan solutions to clients across the U.S.
Keith holds a bachelor’s degree in business administration with a major in finance from the University of Wisconsin-Whitewater. He and his wife, Mary, have been married for more than 30 years and have two children. In his free time, he enjoys golf, reading, coaching basketball and volleyball and volunteering to worthy causes in his community.