The Team

KeepWatch Financial
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

George David Fritts

George David Fritts

Financial Advisor

More about me...

Designations

CFP®, MBA, CLU®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies

Education

Rensselaer Polytechnic Institute, MBA, University Of Georgia, BBA

VISIT MY WEBSITE

Justin D Streeter

Justin D Streeter

Financial Advisor

More about me...

Designations

CFP®, CPA, MBA, APMA®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

Central Michigan University, BSBA, Accounting,1994, Central Michigan University, MBA, Concentration in Finance, 2004

VISIT MY WEBSITE

Heather Winner

Heather Winner

Financial Advisor

More about me...

Designations

MBA, CFP®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

MBA in Financial Risk Management, Georgia State University, 2008, BA in Finance, Georgia State University, 2004

VISIT MY WEBSITE

Our Staff

Amber Moen

Amber Moen

Client Relationship Manager

Ken Dean

Paraplanner