Jackson Keenan, CFP®
Director of Financial Planning
As Director of Financial Planning, Jackson is responsible for providing comprehensive financial planning services to MONTAG clients. He also supports Wealth Managers with guidance and education on the topics of retirement strategies, executive compensation, insurance, taxes, and estate planning.
Prior to joining MONTAG in 2022, Jackson began his career as a Financial Analyst in the construction industry before earning his Certified Financial Planner (CFP®) designation amidst a career change to Financial Advisor. As a CFP® with a large national firm, Jackson worked directly with clients, offering both investment management and holistic financial planning services.
Education
- B.A. in Finance, University of Georgia