Jeffrey Keiser
Evaluator · DISC type SDCJeffrey Keiser is the Chief Legal Officer and Director of Family Office Services at Archford Capital Strategies, specializing in tax, estate, and charitable planning for high-net-worth families. With over 20 years of experience, he leverages his JD from the University of Missouri-Kansas City to provide comprehensive wealth management and legal counsel.
He has a keen interest in the financial sector, closely following major firms like Deloitte, PwC, and Northern Trust, as well as publications such as The Wall Street Journal to stay abreast of market trends and insights. His professional focus involves coordinating complex financial services for multi-generational families.
Jeffrey frequently presents educational seminars on sophisticated estate and tax planning topics to clients and other attorneys.
Read the full overview →How Jeffrey shows up
They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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