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WHO WE ARE

Thomas Jennings, CFP®
Managing Partner & Co-Founder
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For over 20 years, Thomas has worked with high net worth clients providing financial advice and direction.  He focuses on investment management, tax planning, retirement strategies, business succession planning, corporate executive compensation programs, and estate planning.  He works with individuals, families, professionals, corporate executives, and business owners to help them reach their immediate and long-range goals.

 

Before launching Keen Capital, Thomas spent 5 years with Key Private Bank as a Senior Financial Planner working with high net worth individuals and business owners.  Previously, he spent 11 years at TIAA-CREF as a Wealth Management Advisor and Senior Financial Planning Specialist within the High Net Worth & Executive Planning group.

 

Thomas founded his wealth management firm out of a strong desire to structure his client relationships with the highest level of objectivity and flexibility.  With his independent wealth management firm, Thomas has the freedom to truly advocate for his clients in solving for their high net worth challenges.  Working with attorneys and CPAs, he coordinates a team approach to assure his client’s overall financial well-being. 

 

Thomas earned a degree in Business Administration from the State University of New York at Oswego. He subsequently earned his designation as a Certified Financial Planner® and Chartered Life Underwriter. He is a member of the Financial Planning Association.

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Tom and his wife, Marla, live in Westminster, CO with their two daughters, Rowan and Simone.

 

 

Keen Capital, LLC, is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission.

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Form CRS

Privacy Policy

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Keen Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Keen Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Keen Capital, LLC ‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Keen Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of Keen Capital, LLC’s current written disclosure statement discussing Keen Capital, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Keen Capital, LLC upon written request.  Keen Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Keen Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Keen Capital, LLC, 2830 Ranch Reserve Lane, Westminster, CO 80234 | info@keencapital.net

 

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