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Meet the Team

Our expert team of professionals protects your assets and family with customized cross-border tax, financial planning and wealth management services so that you enjoy the best possible Canada-US lifestyle.

Management Team

Robert F. Keats

Robert F. Keats 
robertk@keatsconnelly.com

  • Master of Science in Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ professional (US and Canada)
  • Registered Financial Planner (Canada)
  • NAPFA – Registered Financial Advisor
Dale A. Walters Dale A. Walters
dalew@keatsconnelly.com

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ professional (US and Canada)
  • NAPFA – Registered Financial Advisor
Wayne A. Tibbetts Wayne A. Tibbetts
waynet@keatsconnelly.com

  • Certified Public Accountant
  • Personal Financial Specialist
  • Master of Science in Taxation
  • Master of Business Administration in Accounting
David H. Levine David H. Levine
davidl@keatsconnelly.com

  • Chartered Accountant
  • Certified Public Accountant
Jon A. Schade Jon A. Schade
jons@keatsconnelly.com

  • Certified Public Accountant
  • Certified Information Technology Professional
Peter M. Eickelberg Peter M. Eickelberg
petere@keatsconnelly.com

  • CHARTERED FINANCIAL ANALYST®
  • Master of Arts
Sally A. Taylor Sally A. Taylor
sallyt@keatsconnelly.com

  • Master of Science in Financial Planning
  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ professional (US)
J. Bradford Flecke J. Bradford Flecke
bradf@keatsconnelly.com

  • CERTIFIED FINANCIAL PLANNER™ professional (US)
  • Attorney

 

Planning Team

John E. Rice John E. Rice
johnr@keatsconnelly.com

  • CHARTERED FINANCIAL ANALYST®
  • CERTIFIED FINANCIAL PLANNER™ professional (US)
  • Master of Business Administration
Virginia E. Dhondt Virginia E. Dhondt
virginiad@keatsconnelly.com

  • CERTIFIED FINANCIAL PLANNER™ professional (US and Canada)
Bryant E. Andrus Bryant E. Andrus
bryanta@keatsconnelly.com

  • Certified Financial Planner™ professional (US)
Santina M. Michel Santina M. Michel
santinam@keatsconnelly.com

  • Master Of Business Administration In Financial Planning
Renee Bellefeuille Renee Bellefeuille
reneeb@keatsconnelly.com

  • Associate Planner
  • Registered Paraplannersm
Jodi-Ann Pinnock Jodi-Ann Pinnock
jodi-annp@keatsconnelly.com

  • Associate Planner
Stephen Thompson Stephen Thompson
stephent@keatsconnelly.com

  • Certified Financial Planner™ professional (US)
  • Master of Arts in Economics
Stephen Thompson Nathan Gehring

  • Certified Financial Planner™ (US)
Kristin Martin Kristin Martin
kristinm@keatsconnelly.com

  • Financial Planning Assistant
  • Registered Paraplannersm
Jessica Leggette Jessica Leggette
jessical@keatsconnelly.com

  • Executive Assistant
  • Registered Paraplanner SM
Matt Lucas Matt Lucas
mlucas@keatsconnelly.com

  • Planning Assistant

 

Investment Team

Drew Phillips Drew Phillips
drewp@keatsconnelly.com

  • Accredited Asset Management SpecialistSM
Rachel Stever Rachel Stever
rachels@keatsconnelly.com

  • Trader/Research Analyst

 

Tax Team

Linda S. Field Linda S. Field
lindaf@keatsconnelly.com

  • Certified Public Accountant
Courtney J. Miner Courtney J. Miner
courtneym@keatsconnelly.com

  • Tax Preparer
Rachal Woodruff Rachal Woodruff
rachalw@keatsconnelly.com

  • Bookkeeper/Tax Preparer
Jamie Ellrod Jamie Ellrod
jamiee@keatsconnelly.com

  • Tax Administrative Assistant
Kate A. Macaluso Kate A. Macaluso
katem@keatsconnelly.com

  • Administrative Assistant / Office Manager

 

Marketing/Business Development Team

Jacques Raymond Jacques Raymond
jacquesr@keatsconnelly.com

  • Director of Business Development
  • Master of Commercial Science – Marketing
Barbara Madden Barbara Madden
barbaram@keatsconnelly.com

  • Marketing Administrator
Martha Mendoza Martha Mendoza
martham@keatsconnelly.com

  • Executive Assistant

 

Compliance

Jennifer Sanders Jennifer Sanders
jennifers@keatsconnelly.com

  • Compliance Officer

 

Office Management Team

Sheri Lathrom
sheril@keatsconnelly.com

  • Office Manager / Bookkeeper / Property Manager
Tricia Servin Tricia Servin
tricias@keatsconnelly.com

  • Administrative Assistant

 

Technology Team

Michael Connelly
michaelc@keatsconnelly.com

  • Director Of Technology


Russ Cummings Russ Cummings
russc@keatsconnelly.com

  • Software Analyst