Keenan is a Wealth Planning Associate who works with families to help them achieve their wealth management goals.
Prior to joining the Ballentine team in 2019, Keenan worked as an Associate Financial Consultant for Charles Schwab, first in Virginia before moving to their Burlington, MA, office. There she worked with clients on financial planning and investments, with particular focus on planning to fund retirement and the next generations’ educations. She is a graduate of Bates College, earning degrees in Political Science and Rhetoric, and is a CERTIFIED FINANCIAL PLANNER™ professional.
In her free time, she enjoys hiking, cooking, and traveling with her family, especially to tennis tournaments and to visit new ballparks.