Mr. Keller works with clients as part of a team-based approach to provide holistic wealth -management covering investment, tax, and estate planning. Zane also works to leverage new technologies to continue to expand on the services offered to clients.
Mr. Keller previously served as Director of Strategic Initiatives and was responsible for strategic planning and management across the operational, investment, and client facing teams for First Foundation Advisors.
Mr. Keller previously worked at IBM in a consulting role supporting a global supply chain operation sending HIV and Malaria commodities to Africa and Southeast Asia. He graduated from Seton Hall University with his B.S. in Finance, Marketing, and Information Technology with a minor in Legal Studies.
Phone: (949) 535-5354
Cell: (949) 406-8254
zkeller@ff-inc.com