Who we are

FINANCIAL ADVISOR, DIRECTOR

John Keene serves as a Financial Advisor with over 35 years of experience in the investment and financial services space, including time as a securities analyst. John develops comprehensive, tailored strategies that align with clients’ financial objectives, while also helping them navigate opportunities in individual securities. By leveraging his deep understanding of financial markets, tax strategies, and economic trends, he simplifies complex financial decisions and provides guidance that empowers clients to confidently pursue their goals.

Experience:

• Keene & Dorchak, Chief Investment Officer
• Banc One Advisors, Senior Portfolio Manager, Vice President

Education/ Certifications:

• University of Texas – Austin, MBA, Finance
• University of Texas, BA, Psychology
• Chartered Financial Analyst® designation

FINANCIAL ADVISOR, DIRECTOR

Matthew Dorchak is a Financial Advisor who brings over 15 years of experience in the wealth management industry. His diverse background in investment advisory and auditing equips him with an analytical approach for crafting personalized financial strategies. Through close collaboration and strategic planning, he delivers comprehensive guidance to help clients build, manage, and preserve their wealth.

Experience:

• Keene & Dorchak, Analyst/Portfolio Manager, Vice President
• CF & Co, LLP, Senior Auditor

Education/ Certifications:

• Texas Tech University, BBA, Accounting

SENIOR CLIENT SERVICE ASSOCIATE

Jennifer Jensen is a Senior Client Service Associate at Cary Street Partners, where she plays a pivotal role for her team managing client relations. She is responsible for administrative duties and supports all areas of client service, including opening new accounts, movement of funds, and account maintenance. Jennifer brings years of experience in banking, public accounting, and corporate accounting to ensure efficient operations and exceptional client service.

Experience:

• Keene & Dorchak, Operations Manager

Education/ Certifications:

• Colorado State University, BBA, Accounting