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 Portfolio 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.

Jackson is a Georgia native and a proud resident of Midtown Atlanta. He is an advocate for the rights of aging Georgians and an active Board Member for the Thanks Mom and Dad Fund®.

He enjoys traveling, reading fiction, cooking, watching documentaries, and listening to podcasts.


  • B.A. in Finance, University of Georgia