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.

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

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

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 Affiliations:

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