Hi, I’m Keith. Let’s start with what matters to you.
I’m the President of Luparius Asset Management & Brokerage in Park City, Utah. For more than 30 years, I’ve worked in financial services, helping people think through retirement and the future they want for their families. Before we talk about strategies or products, I want to hear your story: where you are today, what concerns you, and what you want your money to help you do.
I’m more comfortable in Levi’s than a suit, and there’s a good chance I’ll arrive in my Jeep. That’s who I am. I believe you deserve straight answers, explanations you can understand, and time to make decisions without feeling rushed. We’ll work at your pace.
My first lessons in building something that lasts came from construction and manual labor. A beautiful home needs a sound foundation. I bring that same practical mindset to retirement, business succession, and estate planning: understand what needs to be supported before deciding how to build it.
Jeeping has taught me another lesson about preparation. When my son first drove over a daunting rock obstacle, I helped guide him through it. We had learned from experienced Jeepers and equipped our Jeep for difficult terrain. Financial decisions can feel just as unfamiliar. Planning can’t remove every uncertainty, but experience, preparation, and clear guidance can help you understand your choices.
My process is called JEEP: Journey, Evaluate, Educate, Protect. We start with your Journey—your circumstances and goals. Then we Evaluate your income needs, expenses, and existing plan. I Educate you about the options and why we’re considering them. Finally, we look at ways to Protect what matters through appropriate planning tools and strategies. Explore The JEEP™ Retirement Planning Approach.
Outside the office, life revolves around my wife, Lynn, our seven grown children, and our grandchildren. You might find us exploring a mountain trail in the Jeep or enjoying a bourbon with friends. Those relationships remind me why planning matters: it’s about the people you love and the life you want to live.
~ Keith
