Keith Pillers, JD, CFP®, CIMA®,CPWA®Director of Wealth Management
Keith is responsible for Ackerman Capital Management’s wealth management and financial planning services. Keith uses his knowledge and experience in financial planning, estate planning, risk management, tax, asset management, and family dynamics to discern best courses of action for each client’s unique needs. Keith is licensed to practice law in Texas. Keith also holds the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) designations.
Keith is very active in the legal community and the financial planning community and he is a frequent speaker at legal and wealth management conferences and events.
Prior to joining Ackerman Capital Management, Keith worked in the private wealth divisions of two large banking institutions advising clients on a myriad of wealth management related matters and he practiced law, primarily in the areas of estate planning and family law.
Keith earned his Juris Doctor at Texas A&M School of Law and his B.A. in Economics and Finance from the University of Texas at Dallas.