Stonekeep Investments
Unbiased Financial Advice and Investment Management.
The Mission.
Our mission is to help individuals and families reduce stress and maximize their potential for achieving financial goals through unbiased advice. We emphasize transparency and partnership with our clients as we simplify finances, provide clarity, and offer guidance throughout the entire process.
Our Services
We provide a comprehensive suite of financial services designed to meet your unique needs and goals. We are committed to understanding your individual circumstances, aspirations, and challenges to provide tailored solutions that help you achieve your financial objectives and build a secure future.
Financial Planning
Get organized and make a plan to reach all of your financial goals.
Investment Management
Put your investments to work in the most effective way possible.
Portfolio Analysis
Evaluate your current holdings and suggest improvements.
Unconstrained Equity
Invest in companies positioned to outperform over the long term.
Financial Education
Leverage our financial knowledge to benefit your loved ones.
Professional Network
We send you to the right people for every situation.
Meet the Team
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Chase Reid, CFA, CPWA®
FOUNDER and FAMILY WEALTH ADVISOR
Chase is a Chartered Financial Analyst (CFA) holder and a registered Certified Private Wealth Advisor (CPWA®). Prior to founding Stonekeep, Chase worked as an investment analyst and as a private wealth advisor at Westwood Holdings Group in Dallas, TX. His passion is helping families manage and maximize assets in a way that is individualized and personal. He graduated with a B.A. in Economics and a minor in Finance from Vanderbilt University where he met his wife, Alyson Reid. Together they have two children, Ava (8) and Elsie (6), and reside in Santa Fe, NM.
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Scott Geppert, CFA
CHIEF INVESTMENT OFFICER
Scott is a Chartered Financial Analyst (CFA) holder and is the Chief Investment Officer for Stonekeep Investments. He has a variety of investment experience as a public equity analyst at Westwood Holdings Group and as a private investment analyst at Prudential Capital Group, both in Dallas, TX. He has a passion for analyzing companies, market trends, and innovation. Scott graduated magna cum laude with a B.S. in Economics and a B.B.A in Finance from Southern Methodist University (SMU). Scott lives in Irving, TX with his wife, Lauren, and their four children, Hudson (9), Henry (9), Foster (5), and Caroline (3).
