Keeler Thomas Management LLC

Nathaniel Evans is a financial advisor at Keeler Thomas Management LLC in Orem, Utah, with six years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial and Zions Bank. Evans also serves as an adjunct instructor at Utah Valley University, teaching investment-related material for the Series 7 exam. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management and financial planning, utilizing a broad investment universe and a combination of individual and pension-plan services.

Derek Unice is a financial advisor with Keeler Thomas Management LLC in Orem, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Sagepoint Financial, Inc., and FIDELITY Brokerage Services LLC. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and wealth-planning services, tailoring advice to clients' objectives and risk tolerance through a broad investment universe that includes equities, fixed income, and alternative products.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience outside the financial industry, including roles at PF Changs, Happy Sumo, MoBettah's, and Star Cinema Grill. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and tailored advice using a broad investment universe, combining individual retail work with pension-plan services.

Casey Monsen is a CFP® with 16 years of industry experience, currently serving as an advisor at Keeler Thomas Management LLC. Prior to joining Keeler Thomas, he worked at Andina Capital Management, LLC. Outside of advising, he is the owner and bookkeeper of ACE Bookkeeping. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and wealth-planning services tailored to client objectives, utilizing a broad range of investment options and combining individual and pension-plan advisory work.

John Unice is a CFP® with 46 years of experience in financial planning and investment advisory. He is a managing member and Chairman of the Investment Committee at Keeler Thomas Management LLC, where he has been involved since 1987. Prior to joining Keeler Thomas Management LLC, he worked at SagePoint Financial for 14 years and Osaic Wealth, Inc. for one year. Outside of his advisory role, he serves on the Planned Giving Advisory Board at Utah Valley University and on the business advisory board of Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management and wealth planning, utilizing a broad investment universe and a combination of model portfolios and third-party managers.