Brett D. Keller
Since joining Valley Forge Financial Group in 2002, Brett advises both high-net worth individuals and families as well as corporate and institutional investors. He primarily focuses on personal investment advisory services and corporate qualified-retirement-plan analysis and guidance, while also aiding foundations and endowments with investment allocation, holdings, and investment policy.
Brett graduated from the Villanova School of Business earning a B.S. in Business Administration, majoring in Finance. He holds FINRA Series 7 and Series 66 securities licenses, along with a Life Insurance & Annuity license.
Brett lives in Gladwyne, PA with his wife Jessica along with their son and daughter. He enjoys hiking and the outdoors, sports, and visiting with his family and friends.