Brad Flecke has rejoined KeatsConnelly as a Cross-Border Financial Planner. He has returned after spending several years focused primarily on family matters. Brad was formerly with KeatsConnelly for nearly ten years as a financial planner, and before that he practiced law in Washington, DC and Chicago for twelve years, specializing in immigration law and serving as corporate counsel for international ventures. As a financial planner cross-trained as an immigration attorney in North America, Brad is uniquely qualified to help KeatsConnelly provide added value for our clients to solve complex financial planning and cross-border issues. Brad can be reached at firstname.lastname@example.org.
Craig Neumann has recently rejoined KeatsConnelly as a Cross-Border Tax Manager. Craig was formerly with KeatsConnelly for nearly two years and before that he had over nine years of experience in public accounting and private industry. Prior experience includes a big-4 accounting firm, an international corporation specializing in the hotel industry, and a local public accounting firm. Craig is a CPA and will be instrumental in assisting our clients with their complicated cross-border tax planning and compliance needs. Craig is also pursuing a Certified Financial Planner™ designation. Craig can be reached at email@example.com.
Renee Bellefeuille also has rejoined KeatsConnelly as a Cross-Border Financial Planner. She left for a short time for another opportunity and recently returned. Renee is to be congratulated for recently achieving the Accredited Financial Counselor (AFC) designation. She also holds the Certified Senior Advisor (CSA) designation. Renee has been with KeatsConnelly since 2001 and has served many of our clients, in many different ways, over the years. Renee can be reached firstname.lastname@example.org.
Ken Lew also has recently joined the KeatsConnelly team as a Cross-Border Investment Analyst. Ken has ten years of financial advisory experience, most recently for Oppenheimer & Co. and before that, Bank of America/Merrill Lynch. Ken holds an MBA and started his career in chemical engineering. He is a US and Canadian citizen and is a coauthor of The Power of Charitable Trust Planning, Volumes 1 and 2. You can reach Ken at email@example.com.