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Community Involvement and Volunteerism

Giving Back to the Community

Trust, Education and Service are the core values of my practice. I regularly volunteer a combined 250 hours or more annually to the organizations below. I have a passion for helping youth and those who need assistance in the community. If you want to learn more about these organizations or get involved, just ask me.

I am excited to share that I have been chosen as one of 75 nationwide Honorable Mention recipients in 2026 for the 20th Annual "Invest in Others Awards" for my charitable contributions to the Iowa Chapter of the Alzheimer's Association and rural families facing the challenges of navigating a dementia diagnosis on the farm. 

The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country. My recognition stems from my role as a volunteer community educator and an advisory board member for the Iowa Chapter of the Alzheimer's Association. Additionally, I serve as a Dementia Friends Champion, training businesses to recognize signs of dementia in potential clients and customers, helping them become "Dementia Friendly." I also authored "Tending What Matters, a Financial Planner's Guide to Agricultural Families Navigating Dementia." 

Each year, Invest In Others receives hundreds of worthy nominations, and Honorable Mentions are awarded for the significant contributions advisors make in their communities. I am proud to receive this recognition!

The Alzheimer's Association

The Alzheimer's Association

Active as a volunteer since 2020, Keith sits on the board of the Alzheimer's Association Iowa Chapter and is proud to have been recognized by the Alzheimer's Association Iowa Chapter as the Volunteer Community Educator of the Year for 2025

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Dementia Friendly Iowa

Dementia Friendly Iowa

Simply Sophisticated Wealth Planning has been recognized as a Dementia Friendly Business for the State of Iowa.  Keith is a Dementia Friends Champion who trains other businesses to be more inclusive and respectful for individuals living with dementia and their caregivers.

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The Mid-Iowa Estate and Financial Planning Council

The Mid-Iowa Estate and Financial Planning Council

Keith has been a member of the MIEFP Council since 2023 and has been a board member since 2024. The MIEFP offers continuing education to professionals on various estate planning topics and strategies for the most current trends affecting estate and financial planning.

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Additional Des Moines area Affiliations:

  • Clive Chamber of Commerce
  • Urbandale Chamber of Commerce
  • Greater Des Moines Partnership
  • Des Moines Aging Consortium

Past Chicago Area Affiliations:

  • Board of Directors, Northwest Suburban Estate Planning Council
  • Advisory Board, Lake County Chapter of Junior Achievement of Chicago
  • Advisory Board, Clearbrook Guardians 
  • 15 year Assistant Scoutmaster, BSA Troop 159 Arlington Heights
  • Illinois Continuity of Care, Lake/Northwest and Northern Cook chapters