Wendy Keeler

I have a deep passion for financial planning and a heart for service. I've built a career rooted in empathy, clarity, and trust. As a Partner at Tri-Oak Private Wealth Management, located in Dublin, Ohio, I bring three decades of experience and a personal touch to guiding clients through life’s most complex financial decisions — especially during seasons of loss.

Growing up in Honolulu and earning a Finance degree from Hawaii Pacific University, I spent the last two decades helping aerospace engineers in retirement.

I find it a blessing when someone shares their personal finances and trusts me to guide them. I'm a CFP® professional and use my background to educate, coach and guide our clients. I also provide pro bono financial planning in my community.