Keith Moeller, CPA, MBA
Board Member
Keith O. Moeller, CPA, CFP, RICP, MBA, founder/principal of Moeller Advisory Group, brings to the Crescent Cove Board 31 years of business experience and advanced educational expertise in the areas of business, estate, and retirement income planning. With a mission of “Inspiring Intentional Outcomes,” Keith is often invited as a speaker and panelist to educate the public and professional advisors in his areas of expertise. A media spokesperson, Keith has been featured in the Wall Street Journal, Forbes, Kiplinger’s, and MSP Business Journal. He received his Master’s in Business Administration from Saint Cloud State University, during which time he pursued independent study credits in the area of long-term health care. This spawned an article, “Ethical Long Term Care Planning,” co-authored with Dr. David Christenson and published in the national periodical, The Journal of Financial Service Professionals. He is a member of the Minnesota Society of CPAs and the National Association of Insurance and Financial Advisors.
Keith’s life mission is all about people, desiring to enhance the lives of those he touches.He is involved in his local church and is a member of the City of Lakes Rotary (singing in and leading the Rotary Rooters). He is married to Diann, his partner in life and business as she heads up the marketing and management functions of Moeller Advisory Group. Keith enjoys golf, basketball, skiing, walking, singing, and travel to see the beautiful places of America and the world. He shares that he loves, “spending time with my family and serving my Creator.”