Get to know Jim Keller

JimKeller

Jim Keller

Financial Advisor & CFO

Jim uses his experience and love of problem solving to help his clients build tailored financial strategies. He works directly with clients to help them design a retirement income stream that is predictable, while taking the least amount of risk necessary to pursue their goals.

He strongly believes everyone should be able to live a confident retirement. Jim was drawn to Roland Financial Wealth Management because he felt that their ethical standards in financial advising aligned with his.

Jim is an Investment Adviser Representative who has passed the Series 7 and Series 66 securities exams. Jim is a graduate of Gannon University.

He resides in Erie with his wife and spends his leisure time golfing, fishing and hunting.