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Keith R. Dorson

Keith R. Dorson

Founder

Keith's primary goal is to treat each client with the care and attention he would want to receive. He enjoys helping to build financial pathways to his clients' dreams and goals. 

He has worked the past 24 years as an independent financial advisor locating his office close to family and making it convenient for his clients in the Phoenix area. He worked for Edward D. Jones & Co before developing Win Win Investment Planning, LLC, and he is now a Registered Principal with SagePoint Financial, Inc.

Keith has been recognized as an excellent senior instructor at the University of Phoenix where he taught Advanced Budgeting, Project Management, Computers and Information Systems, and Certified Financial Planners™ (CFP®) for decades. He is also a public speaker with years of experience making the complicated easy to understand. In his fun time, he enjoys flying FPV drones, virtual reality, and all things aviation related.