My name is Keith Bohman. I’ve been married to my wife Sandy for 25 years and we are the parents of
five children; Aaron, Michael, Nicholas, Anna and Patrick. My career in the financial services industry started when I obtained my Bachelors degree in Financial Services from Wright State University in Dayton, OH. Shortly thereafter
I earned my CFP designation and began working for IDS Financial Services, which later became American Express
Financial Advisors. After ten years in the industry I became disillusioned with the investment side of the industry. Watching the
boom/bust cycles of the market started making me question the industry in general and my place in it specifically.
My focus now is to help clients better manage and eliminate debt, minimize market risk while creating their own pool of resources from which to finance the necessities of life and build generational wealth for themselves and their families.