Our Wealth Management Team
The Advisory Team
Keith Southwick, CLU, ChFC, CFP™
President & CEO
Keith is the founder and president of StraitGate Financial. After a long career as an executive, Keith entered the financial services industry in 1994. After several years of working with companies that were only interested in selling investment products, Keith decided to follow his vision of what a financial services company should be. He created StraitGate Financial LLC in 2001 to provide clients with comprehensive wealth management.
Keith's philosophy of wealth management is to provide a team of experts who can care for every aspect of a client's financial life. Keith himself is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He acts as the senior advisor for clients, and the person who oversees the wealth management process.
Keith lives in Novi, Michigan with his wife Darlene. He enjoys reading, weightlifting, and is actively involved in his church.
Vice President of Marketing
Derek Southwick is the Vice-President of Marketing for StraitGate Financial. He also oversees the alternative investment program. Derek joined the firm in 2001 after graduating from the University of Michigan with a degree in Finance. Derek frequently travels the country in search of investment managers that will provide StraitGate Financial's clients with “absolute returns.” He also speaks on various topics regarding wealth management, including real estate, alternative investments, retirement planning, and aligning finances with personal values.
Derek lives in Plymouth, Michigan with his wife, Amy, and daughters Reagan and Riley. He enjoys basketball, weightlifting, and is actively involved in his church.
Director of Planning & CFO
Dawn joined StraitGate Financial in 2002 as a project manager. Throughout her years at StraitGate, she has grown her role in the company. After graduating from the University of Michigan with a degree in Economics, she became Director of Planning, overseeing much of the preparation for the planning and implementation process. In addition, Dawn is the Chief Financial Officer for Straitgate.
Dawn lives in Plymouth, Michigan with her husband Bret.
The Legacy Coach
Scott's company, The Legacy Coach, LLC is a key partner of StraitGate Financial's team as he focuses his time and energy on coaching high profile clients so they have the opportunity to live their legacy — while they're here. He partnered with StraitGate Financial after great success in corporate management and as a business owner and now focuses his attention with High Profile Musicians/Artists, Racing Professionals and key Influential Businesspeople. Scott decided to partner with the StraitGate Financial team after experiencing first hand the relationship between financial independence, happiness and self-fulfillment through living one's unique purpose. This realization led him to join with one of his old mentors, Keith Southwick, and begin creating powerful relationships based on discovering passions and making visions a reality while StraitGate Financial ensures wealth is properly cared for, should the need arise.
Scott lives in Bolingbrook, Illinois with his wife Kirsten. He enjoys coaching, teaching Tae Kwon Do, scuba diving, music and auto racing.