Sandra Stephens

COO/CFO, Keel Point LLC

Tell us about Keel Point:

Keel Point, LLC was formed in 2015 with a partnership between Keel Point Advisors (Washington, DC) and Blue Creek Investment Partners (Huntsville, AL). Since the merger, Keel Point’s service offerings have expanded to include financial planning, wealth management, estate planning, philanthropic and family office services, as well as corporate services which offers benefits and retirement packages for businesses. Keel Point ownership is a collaboration of families, who believe that wealth brings tremendous opportunities and responsibilities. Our financial advisors are experienced professionals committed to helping our clients manage their financial obligations and opportunities.

Q: The COVID-19 pandemic has brought a lot of uncertainty in many areas of our lives, certainly in financial planning. What kinds of conversations are you having with your clients?

A: During this difficult time, we have taken the opportunity to meet with clients virtually and via teleconference. These conversations included assurance from Keel Point that even though we were not physically in our offices, our advisors and staff were continuing to assist and care for our clients remotely. The firm’s Business Continuity Plan was already in place and enabled all staff to work from home with no disruption of services to clients. In addition, we hosted conference calls for our clients, where our CEO, Chief Investment Officer and Chief Economic Advisor addressed current financial issues, followed by a Q&A session. This was beneficial to the clients, as they were able to address specific concerns directly with our Leadership Team.

Q: What type of benefits does Keel Point see from its investment in the Chamber, and the Huntsville Regional Economic Growth Initiative (HREGI)?

A: We believe it is our responsibility to be proactively engaged with others to make Huntsville and North Alabama a great community for all. The Chamber successfully connects various groups to join forces to advance business and civic culture. We wish to be a part of the growth and development of our community both now and in the future.

This article appears in the August 2020 issue of Initiatives magazine, a publication of the Huntsville/Madison County Chamber.