Cogan Keith

Welcome!

As a financial advisor, my job is to help you set, manage and achieve financial goals and milestones. I've learned that setting goals and milestones is one of the hardest aspects of maintaining financial health, no matter what phase of life you are currently in. When you peel back the layers of every investment portfolio, you will find a goal, and that is where my process begins. One way I like to do that is by understanding what is most important to you.

I began my Edward Jones career with the intent to build relationships with people in my community and have enjoyed having my office in downtown Terre Haute. My spouse, Shayli, and I have two children and have lived in the Wabash Valley our entire lives. We met while attending college at Indiana State University.

My team and I assist clients to define and achieve their financial goals through a highly personalized process of understanding, analysis, action and review.

We help clients organize and simplify their financial life. We believe this is best accomplished by first gaining a thorough understanding of their personal goals and then delivering highly personalized service and solutions to accomplish them. This includes collaboration with other trusted advisors, such as CPAs and estate planning attorneys, to help ensure each client's comprehensive strategy is seamlessly implemented.

We excel at providing retirement income planning and portfolio strategies, tax-advantaged investment strategies, estate considerations and wealth preservation strategies.

Our team's experience and dedication help enable us to make a significant, positive impact in the lives of our clients.