Keith Mayhew
Managing Director, Wealth Management
Keith’s goal is to make sure each client’s financial challenges are solved.
Keith is a Certified Financial Planner® and Managing Director, Wealth Management at Choreo, based in the Potomac, Maryland office. With over 40 years of industry experience, Keith is committed to providing clients with comprehensive wealth management strategies tailored to their unique goals and needs. He takes great satisfaction in helping individuals, families, and businesses navigate complex financial decisions.
Keith specializes in estate planning, financial planning, retirement planning, and tax planning. He works closely with high-net-worth and ultra-high-net-worth individuals and families to develop customized strategies that integrate investment management, tax-efficient wealth transfer, and retirement planning. His holistic approach ensures that every aspect of a client's financial picture is considered from asset protection and risk management to philanthropic giving and business succession planning. Keith also collaborates with clients' attorneys, accountants, and other key advisors to create cohesive and well-coordinated financial plans.
Before joining Choreo, Keith was a Principal and Managing Director at RSM US Wealth Management, where he played a key role in advising clients on multi-generational wealth strategies, tax, and complex financial matters.
Outside of work, Keith enjoys playing pickleball, golfing, and bike riding.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
- CPA
EDUCATION
- Master of Business Administration, Iowa State University
- B.S., Accounting and Finance, University of Delaware
