David E. Keim
President, ChFC®, AIF®
David is the founder and president of Keim Asset Management, LLC. He has worked in the financial services industry for more than 20 years and has extensive experience developing investment portfolios, retirement plans, and estate plans.
His professional credentials include the Chartered Financial Consultant® (ChFC®) designation awarded by The American College, the Accredited Investment Fiduciary® (AIF®) designation, and a BS in finance from Syracuse University School of Management. He is also the recipient of many awards and honors throughout the years.
David and Aimee have been married since 1974. They have three grown children and three beautiful grandchildren. David enjoys spending time with his family, traveling, history, tennis, and golf. Family vacations at the ocean are one of his greatest joys.
Client Service Manager
Jeanne handles a wide range of questions and situations for our clients every day. She prepares portfolio reviews for our client meetings, schedules appointments, and helps keep the office procedures organized. She is in charge of processing all new business, account transfers, deposits, and distributions. She also works with the Compliance department at Commonwealth to make sure we do everything "by the book."
Jeanne has more than 30 years' experience in the local business community. She has worked at several of the most prestigious law firms in Syracuse, and she has assisted attorneys specializing in tax, pension, estate planning, and real estate law. She is also a New York State Notary Public and holds a degree from the Powelson Business Institute. She has been in the financial services industry with us for more than 15 years.
Jeanne lives in Liverpool, New York, with her family and enjoys spending time with her new granddaughter. In her free time, Jeanne enjoys quilting, gardening, and reading.
Marketing Coordinator/Client Service Representative
Aimee's primary responsibilities are to take care of our company website, Investor360°® program, and the preparation of client mailings. She also devotes time to the various client needs and requests that arise daily and assists in the smooth running of the office.
Her background includes many years of teaching U.S. history and preparing students for the U.S. government and politics advanced placement exams. For three years, she served on the board of directors for the Carriage House Foundation, a local charitable agency devoted to Syracuse's senior citizens. She has a BA from Syracuse University with a major in history.
Aimee loves history, including research, and traveling to historical sites. She is also known for her love of animals. Her greatest joy is being surrounded by her family, cooking big family meals, and spending time with the grandchildren.