Since beginning her career in financial services in 2004, Keely has been serving high net worth individuals & families, publicly traded & small companies, 401k plans, and not for profit organizations in managing and planning their financial affairs. Throughout her career with international brokerage firms, she obtained the Accredited Wealth Management Advisor designee through the College for Financial Planning, certification as a Certified Divorce Financial Analyst, credentials as a Certified Estate Planner, FINRA Series 7, 9, 10, 63, and 66 licenses, as well as licensure in Indiana Life and Health Insurance. Today, she works independently as the Principal of her fee only Registered Investment Advisory firm, Lion Quest Consulting. She genuinely enjoys the opportunity to help people plan for obtaining the financial future they desire – truly a rewarding role to play in someone’s life.

The Mission

The mission of Lion Quest Consulting is to help clients define their desired outcomes, help them understand the intersecting factors that impact their reach, and provide timelines and plans that create the highest likelihoods of achieving those goals. Lion Quest solves for the problem that a goal without a plan is truly just a wish.