Our hearts are brimming with gratitude as we celebrate our colleague and friend, Keith Goldner, as he embarks on a well-deserved retirement after nearly 30 years of dedicated service with our firm. Keith’s journey with us has been remarkable, beginning as our founder Roger Gibson’s research partner for the first edition of Asset Allocation – Balancing Financial Risk, and growing into a pillar of our team. On April 11th we gathered for a special lunch in the office to honor Keith’s legacy, presenting him with tokens of our appreciation for his invaluable contributions over the years.
Our celebration will continue on April 13th, with an intimate dinner in Keith’s hometown, bringing together family members, clients, staff, and their significant others to commemorate this milestone moment. It’s a chance for us to express our gratitude to Keith for his commitment and expertise, which have helped shape Gibson’s success. As a testament to his impact, we’ve invited the clients and related parties with whom Keith has worked over the years to contribute to a meaningful gift — a Boombox memory box filled with stories, photos, and well-wishes that we hope will serve as a reminder of the lasting relationships he has cultivated throughout his career.
Keith’s professional journey is marked by a wealth of experience in the investment field, with a focus on asset allocation, investment policy design, and manager selection. His expertise in working with multigenerational clients on intricate estate planning and charitable giving strategies has been instrumental in guiding our clients and their children toward their financial goals. Beyond his professional achievements, Keith’s passion for sustainable living is evident in his pursuits outside the office. From building his dream home on 82 forested acres and documenting his progress on his Goldner Woodland Farm YouTube channel, Keith’s dedication to his varied extracurricular interests reflects his lifelong focus on building a full and satisfying life beyond the workplace. As we bid farewell to Keith, we do so with immense gratitude for his contributions and with well wishes for the adventures that lie ahead in this new chapter of his life.
