Maddi (Napier) Keegan CFP®,MBA, FSRI

Inspirer
DISC Type : di

Partner, Advisor, and Chief Operating Officer at Frazier Financial Advisors, LLC

Columbus, Ohio, United States

Overview

Maddi Keegan is the Partner, Advisor, and Chief Operating Officer at Frazier Financial Advisors. With over a decade of experience and an MBA from Capital University, she specializes in making financial planning accessible, particularly for business owners and young professionals. She also holds a CFP® certification.

Outside of work, Maddi enjoys cooking, reading, traveling, and trying new restaurants. She values time with her husband and daughter and recently organized a memorable family photoshoot. She is a mother to a toddler and also has a Siamese cat.

She is currently serving as the President of the Financial Planning Association of Central Ohio.

Personality Overview

Confident & Optimistic

Decisive

Achievment Oriented

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Accessible Financial Planning
Her core belief is that financial planning should be available to people and businesses it has not traditionally been accessible for.
Supporting Business Owners
A significant part of her professional focus involves working directly with business owners to help them realize their financial vision.
FPA Leadership
As the current President of the Financial Planning Association of Central Ohio, she is deeply involved in advancing the local organization and profession.

Media Appearances

Maddi has no verified media appearances

Work History

1-2025
Partner, Advisor, and Chief Operating Officer at Frazier Financial Advisors, LLC
5-2023 - 1-2025
Financial Advisor & Director of Operations at Frazier Financial Advisors, LLC
5-2019 - 5-2023
Founder, Financial Planner at Minerva Wealth Planning, LLC.
1-2018 - 5-2019
Financial Planner at Advanced Retirement Design, LLC.
10-2017 - 1-2018
Interim Operations Director at Nationwide Financial

Education

2007 - 2009
Bachelor of Arts - BA from The Ohio State University
2011 - 2014
Master of Business Administration - MBA from Capital University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Columbus, Ohio, United States Job Level : Leadership Designation : Partner, Advisor, and Chief Operating Officer at Frazier Financial Advisors, LLC
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Insights For Selling To Maddi (Napier) Keegan

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Maddi (Napier) Keegan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Maddi (Napier) Keegan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Maddi (Napier) Keegan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Maddi (Napier) Keegan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Maddi (Napier) Keegan

Personality Compatibility


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