Our Biographies

 

Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF

 


Lawrence B. Keller is a CERTIFIED FINANCIAL PLANNER professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession.

Mr. Keller has spent the last twenty seven years providing insurance and investment products and services to resident, fellow and attending physicians. These include, but are not limited to, disability income insurance, life insurance, and investments.

Mr. Keller represents many well-respected companies in the financial services industry, which allows him the flexibility to provide unbiased advice and help recommend products that best suit each individuals needs and concerns.

Recognizing that a physician's time is limited, and in an effort to remain knowledgeable to provide the most value to his clients, Mr. Keller has obtained his CFP® certification as well as earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Life Underwriter Training Council Fellow (LUTCF) designations.

Mr. Keller continues to keep abreast of the marketplace by attending professional conferences, and is an active member of the National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP). In addition, Mr. Keller has qualified for the National Association of Insurance and Financial Advisors National Quality Award and is also a Qualifying & Life Member of the  Million Dollar Round Table (MDRT), an independent, international association of the life insurance industry's most successful underwriters.  He is also a  qualifying member of the 2017 Top of the Table®.

Mr. Keller is continuously conducting seminars dealing with issues such as income protection, wealth accumulation and asset protection.  He has been quoted in Medical Economics Magazine, and has written articles for several medical publications which include the following: Young Physicians’ Magazine, EM Resident (The newsletter of the Emergency Medicine Residents' Association), The Bulletin of the American Academy of Otolaryngology - Head and Neck Surgery, The Bulletin of the American Academy of Orthopaedic Surgeons, EyeWorld (A publication of the American Society of Cataract and Refractive Surgery), The Med-Peds News (The official newsletter of the National Med-Peds Residents' Association), General Surgery News, M.D. News Chicagoland Edition, Plastic Surgery Practice , Physician License & Practice Today, The Physician's Personal Advisory, as well as the American Academy of Dermatology's Young Physician Focus and Directions In Residency.          

 

 

      

Adam A. Sandman

 

Adam Sandman is a disability and life insurance agent. Prior to this role, Adam spent 20 years as a Chief Operating Officer (COO) for a national retail optical chain. Prior to that, he was a High School History and Economics teacher.

Adam joined Physician Financial Services in 2016 at the request of Lawrence Keller. As long time neighbors and friends, Larry felt that Adam’s skills and background as an educator, combined with his understanding of customer service, would bring tremendous value to his clients.

Mr. Keller also viewed the fact that Adam was new to the industry as a blessing. As a result, Larry could teach him his process of working with clients and the technical aspects associated with disability and life insurance products.

Mr. Sandman represents many well-respected companies in the financial services industry, which allows him the flexibility to provide unbiased advice and help recommend products that best suit each individual’s needs and concerns.

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck