Community Involvement

Community Support

As a member of the Minneapolis City of Lakes Rotary Club, Keith joins the Rotary Rooters for their weekly 6:30 am practice.  They periodically sing at Club, District, and other community venues.

 

Keith enjoys volunteering for the local Canstruction projects. The "Dragon Away Hunger" structure seen below consisted of approximately 8,500 cans that were later donated to Second Harvest Heartland which serves local people in need.    

   

Keith and Diann are proud supporters of the following organizations:

       St. Cloud State University    Crescent Cove

Industry Support

As a leader of the Rotary Vocational Avenue of Service, Keith directs content for a monthlypeer-to-peer groups for business owners. He uses his industry and personal experience to bring relevant and timely information to members, increasing the value of their membership. 

Keith serves with other CPAs on the MNCPA Task Force that organizes and puts on each year's Estate & Personal Financial Planning Conference for CPAs for the state of Minnesota.

 

 

Keith enjoys writing and has been published in several local and national periodicals, as well as being interviewed on Fox9.

Getting an education and passing it on to others is a welcomed responsibility for Keith. Several times per year, he enjoys teaching his colleagues throughout the country at Northwestern Mutual's Retirement School.

In his role as the Estate and Business Planning Specialist, Keith takes his training and education to his local MInnesota office locaitons in the Twin Cities, St. Cloud and Duluth. Through this highly visible position Keith is in charge of advancing advisors' knowledge and skill in the business and estate markets.

Each year Northwestern Mutual's Home Office requests a few advisors across the country to contribute their expertise and experience to aid sound decision-making and product improvements to better serve the market. Keith has been selected for the last five years and is proud to serve as the market voice to an industry company.  

Keith O. Moeller, CPA, CFP®, CASL®, MBA, CLU®

Estate & Business Planning Specialist

 

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