Our Team
Your Keeler & Nadler Team
Behind every financial plan at Keeler & Nadler is a team that takes the time to know you. Our advisors bring decades of combined experience, a fiduciary commitment, and a genuine investment in the financial lives of the people they serve. When you work with us, you work with people who care about getting it right.
Andy Keeler, CFP®
Founder And President
Mark Beaver, CFP®
Senior Financial Advisor
Abigail Rose, CFP®, CPA®
Senior Financial Advisor & Director of Tax Planning
Jessica Hultberg, CFP®
Financial Advisor
Jake Martin, CFP®
Financial Advisor
Mike Klubnik, CFP®
Associate Advisor
T.J. Burkett, CFP®
Director of Operations
Carolina Kowalski
Business Operations Manager
Joanna Dunn, FPQP®
Client Service Manager
Jen Williams
Client Relations Manager
Craig Virost
Financial Planning Analyst
Ken Gilbert
Financial Planning Analyst
Richard Nadler, CFP®, CPA®
Founder – Retired
William K. Root, JD
Estate Planner