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Keith Sams, AAMS®, AWMA®, QPFC

Keith Sams, AAMS®, AWMA®, QPFC

Financial Advisor

Keith joined Baird's Cincinnati office in 1999 and has over 20 years of experience in the financial services industry. In 2007 he and John Adams formed the Adams & Sams Group.

Areas of Expertise

His areas of expertise include portfolio construction and investment planning, financial and retirement planning, estate planning, annuities, life insurance and long term care insurance. As a Qualified Plan Financial Consultant, Keith also specializes in helping businesses design, implement and benchmark 401(k), 403(b) and other qualified retirement plans.

Education & Designations

Bachelor of Liberal Arts Degree in Organizational Leadership, cum laude Xavier University

QPFC (Qualified Plan Financial Consultant - ASPPA) - The QPFC program provides an in-depth understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals. To earn this credential, one must demonstrate a proficiency in the knowledge of plan administration, compliance, investments, fiduciary and ethical issues. The QPFC is a comprehensive education and examination program that requires completion of continuing education courses to maintain the credential.

AAMS® (Accredited Asset Management SpecialistSM - College for Financial Planning)
AWMA® (Accredited Wealth Management AdvisorSM - College for Financial Planning)

Family & Community

A native of Cincinnati, Keith and his wife, Trish, reside in Anderson Township with their children Stefanie, Todd and Tara. Keith is actively involved in the music program at Parkside Christian Church and also enjoys playing the keyboards in a local cover band called Model Behavior. In addition to family, church and community activities he enjoys taekwondo, exercising and helping coach his son's baseball team.