“It is exciting to be allowed to create strategies that deploy our clients’ financial wealth as a tool to strengthen and deepen their most valuable assets – their family (including future generations), their personal characters, and valued relationships. It is a privilege to be allowed to help make a difference and work with a team of people who share that vision.”

John is a principal, Co-founder, and Senior Partner of Keeler Thomas. He has been educating and working with the public in the financial and estate planning industry for over 40 years. As a highly respected presenter, John has taught financial principles over the years in numerous venues across the United States. He is a published author and spearheaded the formation of the firm’s current emphasis on providing customized financial services, and multi-generational wealth continuity for families.
Besides the family legacy emphasis, John has led the company in providing consulting, financial, and negotiating skills for support of our business and high net worth clients. Business succession, purchase strategies and funding, expansion and growth needs are all in his quiver of talents and tools. John also directs the comprehensive wealth management programs for many of the firm’s clients.
Mr. Unice formerly served as the Chairman of the Endowment Committee of the Utah National Parks Council of the Boy Scouts of America, and then continued to serve as a member of the Executive Committee of the Council. He currently serves as a member of the Advisory Board of the College of Science and Health at Utah Valley University and a member of the Board of Directors of the I Care Foundation.
Within the company, he serves as Chairman of the Investment Advisory Committee for Keeler Thomas as well as directing Family Office Services for the firm. He earned a Bachelor’s degree in Economics from Brigham Young University. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Certified Heritage Design Professional™ and holds Series 7, 63, and 24 securities registrations and is a Registered Securities Principal.

“Having spent over three decades in this business, I have a good sense of what it takes to manage successful client relationships. One thing is certain: I couldn’t do it by myself. My associates at Keeler Thomas continue to learn and enhance their skills in order to provide the best strategies and most favorable client experiences possible. All are committed to this endeavor and this translates
into more informed and happy clients.”

As a Co-founder and Senior Partner for Keeler Thomas Management LLC, Mr. Jones brings over 40 years of experience in financial, estate, and tax planning. Since 1979, he has been serving Keeler Thomas clients throughout the intermountain west and across the country.

Richard is a noted speaker and workshop presenter, having presented financial topics in front of multiple audiences and thousands of participants in the last decade alone. Besides his experience in advising clients and their families, Richard also specializes in the research and recommendations of select categories of investment choices within the firm. He currently serves as a member of the Investment Advisory Committee for Keeler Thomas.

Richard earned a bachelor’s degree from the University of Utah and a Master of Business Administration (MBA) from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 7, 63, and 65 securities registrations. He currently serves on the Utah State University Gift Planning Advisory Board.

“Many Keeler Thomas clients have built wealth by building on an idea and starting, leading, and growing a business. Many of these businesses are tightly held by family members and forms a powerful basis for the business of being a family. Keeler Thomas is the parent of two related entities that focus on the process of acceleration the value of the family enterprise and constructing a stable foundation where family members can transfer or exit the business as part of their financial plan.”

Cary Wasden is a seasoned Wall Street analyst and entrepreneur. Cary is also one of three founding members of the Keeler Thomas Archimedes practice. Cary studied at Brigham Young University for his bachelor's and master’s degree then went to The Ohio State University for additional graduate training. He worked for thirty years as an investment analyst on Wall Street where he was the top-ranked analyst in the world and was credited with being the analyst that uncovered Enron. Cary has started, led, and exited a number of entrepreneurial ventures, he also teaches finance at Utah Valley University.

“I personally believe that for our company, integrity is a fundamental component that is essential to have present in all of our dealings.”

Michele has been with us since early 2003. As the Accounting Manager for Keeler Thomas, she oversees the complexity of our financial record-keeping with the Broker-Dealer and all other financial agencies, maintains our financial databases, and manages the company’s financial records. In her time here at Keeler Thomas, she has worked in several departments where she can always be counted on to bring structure and organization. We value her detail orientated nature that is the hallmark of her character as our Accounting Manager.
Prior to her time at Keeler Thomas, Michele was the General Manager of a popular retail establishment which included functions such as human resources, training, financial controls, and customer service.