Robert Kilivris, Registered Investment Advisor (RIA)

Robert is a 30-year veteran in the financial services industry. He began his career as a regional vice president at Pioneer Investments in Boston, Massachusetts working in the wirehouses, regional and independent broker-dealer channels. Robert was consistently ranked in the top percentile of production and has been quoted and interviewed by business organizations including Research Magazine.

He was invited to speak at the International Sales Meeting of Wholesalers in Munich, Germany which included representatives from Poland, Russia, India, England and Germany. He also served as a Divisional Sales Manager where he was responsible for managing and leading 16 senior vice presidents in all channels of distribution across the U.S. In 2007, Beacon Capital Distributors, Inc. (BCD) was incorporated to facilitate the distribution of investment products.

Robert holds a bachelor's degree in political science from the University of Akron, and his professional licenses include Series 65, 26, 6, 63, and Life and Variable Annuity. He has two sons, Michael Kilivris, PhD, a philosophy professor teaching in the San Francisco Bay area, and Mathew Kilivris, M.A., an architect working in Los Angeles. His wife, Diane, works as a  grant writer in the nonprofit field.

Keith Harris, Senior Partner


Keith has been working with individuals and businesses in the financial industry throughout the United States for more than 15 years.  He brings immense experience and also possesses numerous professional designations such as securities and annuities. 

Keith is dedicated to developing lasting relationships with all his clients.  One of his goals is to involve clients in the management of their finances, which he accomplishes by providing clear, easily understandable explanations of financial products and services. By fostering partnerships with his clients, Keith is able to design a personalized program that best serves the needs of each client and allows for a path to a more secure financial future. 

A former athlete, Keith is committed to a healthy and active lifestyle and enjoys spending time outdoors, especially on the golf course.  He strives to live each day to the fullest and touch as many lives as possible.

Keith is looking forward to getting to know you and creating a plan to help you attain your financial goals.