Keith Pilson

Keith Pilson is a financial services professional with over 20 years of experience helping individuals and families plan for a more secure retirement.

Specializing in guaranteed lifetime income strategies, annuities, and “Become Your Own Bank” solutions, Keith is passionate about providing practical, easy-to-understand financial guidance.

With a background in sociology from the University of Virginia, Keith brings a people-first approach to financial planning—focusing on education, clarity, and long-term relationships. He works closely with clients to create customized strategies designed to protect assets, generate reliable income, and reduce financial uncertainty in retirement.

Keith’s mission is simple: to help clients make confident financial decisions and build a future they can depend on.