Since 1994, Keith has been busy working as a fiduciary advisor and business owner – entrepreneur. Over a 15-year period, he cut his teeth advising clients and successfully negotiating thousands of complex multi-party legal deals through to close. After which, Keith transitioned into the world of risk management working with startup companies. There, Keith focused on the areas of self-funded employer-based health plans, health management predictive analytics and non-core business functions. He provided value through creating cost-containment and worker productivity strategies. During this time, Keith played a key role in developing a customer attraction and retention strategy for the world’s leader in the shared workspace industry. Keith is a born entrepreneur with a forward-thinking vision which he imparts on his clients to their benefit. With an eye to further sharpening his business skills toolbox, most recently, Keith worked for the world’s largest logistics company where he headed up the NW Region’s international shipment division. As an operations manager, supervising a large team, he was responsible for the on-time processing and delivery of outbound flow, globally, while ensuring regulatory compliance with US and international customs rules. Keith’s broad business background provides his clients a critical and added benefit. His philosophy is grounded in the belief that incessant and inquisitive questioning, coupled with sound active listening, is the best way to identify and serve the needs of his clients. He says, “I want to connect with my clients where they are, on their level, so they walk away feeling like they had a true advocate that went to the mat for them.” You’ll find that Keith will work diligently and effectively for you. Between that and his quick witted humor, we know you’ll enjoy working with him. Keith works closely with Jeff Valdes. Jeff, a native Oregonian from Lake Oswego, is a Senior Vice President here at CCG and a 30-year industry veteran. In his spare time, Keith has been a youth football and youth track and field coach for a number of seasons. He still likes to do his old football and track workouts and swears by his kale smoothies . . . he’ll be all too happy to share the recipe with you!