Professional photo of Keeley Tuckey.

I’m still a kid at heart and love to play any sport or game. Whether it’s pickleball, charades, rollerblading down Chicago’s lakefront path, or a card game, I’m up for a competition.
Keeley Tuckey
Manager, CFP®️, CPWA®️

Experience

I provide comprehensive, holistic financial planning and investment advisory services to high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help my clients build, protect, and preserve their wealth.

I believe in cultivating lasting relationships with my clients. To do that, I focus on each client’s specific needs to help them meet their short- and long-term goals, all while helping give them peace of mind.

I earned a B.S. in finance from the University of Alabama.

CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.