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Our Team

Keith McConkey

Keith McConkey

Principal
Certified Financial Planner® (CFP®)

Keith McConkey is an accomplished Author, Speaker, and Financial Planner and Responsible Investment Specialist. His business has been featured in “My Business Magazine,” where he emphasizes the importance of involving clients in their own success. Keith believes in keeping the financial planning process simple and easy for his clients to understand and implement.

As a graduate of the Franklin Covey “7 Habits of Highly Effective People” Leadership Training, Keith values ongoing personal and professional development. He holds several professional designations, including the Certified Financial Planner® (CFP®), the gold standard for financial planning. This ensures that Keith and his team have the expertise to address their clients' most complex needs.

Outside of work, Keith is an active baseball umpire, after umpiring six years of professional baseball. He continues to be active on the field and has umpired two world championships and the Pan American games in Peru. As a Master Course Conductor, regularly teaches workshops for amateur officials.

Keith lives in Welland with his wife and two daughters and enjoys being a dance dad.

Keith's passion is both encouraging and motivating

Keith has been a pleasure to work with over the past several years. His passion for helping people achieve their financial goals is both encouraging and motivating. He has extensive experience in the industry, which he draws upon to provide thorough and comprehensive advisory services. Keith obtains a high level of mastery in each role he undertakes. Much like his experience as a former minor league umpire, when it comes to wealth management, Keith make all the right calls.

- Ben, July 2023

Declan Rose

Declan Rose

Client Relations Coordinator
Licensed Assistant

Declan is in charge of everything administrative for the team. Along with working full-time for our clients, Declan is in his final year of university, completing his course load online. He has completed his mutual fund licensing requirements, in an effort to ensure our clients are getting unmatched service. This is important because it will provide greater support to our clients.

Declan is originally from Norfolk County but now calls Welland home. In the summer, he enjoys playing golf with his girlfriend and working on cars. In the winter, he enjoys snowboarding in his free time. If you call the office, the chances are good that Declan will be your first point of contact.

Ready to embark on a journey toward financial prosperity?

Schedule a consultation with Groch & McConkey Financial Planning today and take the first step towards securing a brighter tomorrow.

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Our Services

  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Income Replacement Strategies
  • Education
  • Tax Minimization Strategies
  • Entrepreneurs