Keith Demetriades is a highly knowledgeable financial advisor with 12 years of experience and a passion for providing financial education and guidance to his clients. Drawing upon his engineering and military background, Keith brings a unique perspective to his work, leveraging his analytical skills and a profound understanding of the significance of financial literacy.
Keith’s journey began during his 24 year military career as a Naval Aviator, where he observed individuals earning substantial incomes but grappling with financial insecurity. Reflecting on the wise words of his mother, who instilled in him the value of preserving wealth, Keith recognized the vital need for financial education in people’s lives.
Pursuing a Bachelor’s in Biomedical Engineering from Tulane University further sharpened his problem-solving abilities and attention to detail. However, he also noticed a gap in traditional academic settings —a lack of financial education. This realization led him to help others understand the “why” behind their financial decisions.
Keith’s expertise centers on risk management and complementing investors’ financial planning efforts. As a Certified Financial Planner (CFP®) with a strong emphasis on lifelong learning, he remains current with the latest financial strategies and tools to best serve his clients.
Keith’s philosophy centers on embracing the concept of Oikonomia—a well-ordered household economy where resources and money are managed wisely. He aims to be a client servant, going against the grain of “getting yours,” to find purpose in helping steward his clients’ financial well-being.
With a deeply rooted personal life centered around his family, Keith, along with his wife of 25 years, Christie, and their four children, Jordan, Peyton, Keegan, and Micah, plays a significant role in the community of Pampa. In September 2021, the family relocated to Amarillo while still actively serving their clients in Pampa. Keith leads a dedicated branch team that shares his commitment to delivering exceptional service and tailoring personalized solutions to meet the complex financial needs of their clients.
For those seeking financial guidance, Keith encourages visitors to his website to schedule a consultation—a 15-minute “fit visit” over the phone. If the fit is promising, he follows up with a 30-60 minute virtual or in-person appointment to analyze an investor’s needs.
Keith’s steadfast focus on understanding his clients’ priorities and aspirations empowers individuals and families to make informed financial decisions, ensuring their long-term security and peace of mind. His unwavering dedication and expertise make him a trusted partner on the path to financial success.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.