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Why We're Different

Meet The KEEN Capital Team

At KEEN Capital, we’re a team of experienced investment managers dedicated to crafting personalized investment strategies that align with your unique financial goals. As a fiduciary, we are legally and ethically bound to act in your best interests at all times. Our fee-only structure ensures transparency—no hidden agendas, no commissions, just advice tailored to your goals.

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Why We're Different

At KEEN Capital, we take a human-centered approach where your needs and values come first. As independent advisors, we’re free to focus on what’s best for you—no hidden agendas, no commissions, just honest advice.  Whether you’re focused on optimizing returns, navigating taxation around investments, investing in line with your principles, or a combination of goals, we’re here to provide the 1:1 expertise and guidance to help you build an investment plan to achieve long-term success. 

Chosen investments that align with your goals, values, and resources

At our firm, we believe that every investor is unique, which is why our investment strategies are personalized to align with your specific financial goals. We don’t follow trends or chase the latest investment fads. Instead, we take a disciplined, science-based approach to investing—focusing on long-term value and sustainable growth. Unlike “robo-advisors” that rely on algorithms, we provide the human touch to tailor portfolios that exclude sectors or securities, emphasize ESG factors, or balance risk and return to meet your specific needs.

Fiduciary independence you can trust

As independent, fee-only advisors, we are committed to acting as fiduciaries—always putting your best interests first. Limiting conflicts of interest, our recommendations are tailored to your unique goals, values, and resources. Unlike firms tied to specific investment products or earning commissions, our investment committee is empowered to select the right investments for your portfolio. We don’t sell products; we offer unbiased, objective advice to guide you in making the best financial decisions with transparency and trust.

Integrated investing across different account types

One-size-fits-all investment strategies don’t always work. Standard models often ignore the specific needs and benefits of different account types. We take a holistic view of your entire financial situation, considering the cash flows, tax implications, and unique advantages associated with each account. By integrating all your accounts—whether retirement, taxable, or tax-advantaged—we build a portfolio that maximizes your overall risk-adjusted returns.

Meet the Executive Team

Katie Hollenbeck,
CFA, CFP®

Chief Investment Officer

A graduate of Chapin High School and the University of South Carolina in Economics and Finance, Katie focuses on the research, structure and implementation of investment portfolios for Keen Capital. Katie earned her CFP® designation in 2007 and joined Core Advisors in 2015 to bring her portfolio development experience to a team of innovative thinkers. Katie earned her CFA Charter in 2019. She is excited to lead the Keen Capital Investment Team as Chief Investment Officer.

As a CFA Charterholder, Katie serves as Vice President on the board of the CFA Society of South Carolina focusing on member value.  She enjoys hiking and traveling, especially when the two are combined!

Kyle Jensen

Kyle Jensen

Financial Planning / Technical Manager

Kyle assists in the processes of planning and investing. He has worked with Keen Capital since graduating from the University of South Carolina in 2022 with a Bachelor of Science in Finance. He facilitates the service of clients’ needs on a day-to-day basis, as well as playing a role in the larger-scale retirement planning process. 

Kyle attended Dutch Fork High School and resides in Columbia. He enjoys exploring what the city has to offer, staying active, and following sports—especially when the South Carolina Gamecocks are playing.

Tara Bolton

Client Service

Tara was born and raised in southeastern Pennsylvania and moved to Chapin, South Carolina in 2002. Prior to joining Keen Capital, Tara has worked in the banking industry for 18 years with experience in the customer service, accounts payable and Bank Secrecy Act departments. With her experience in finance and her enthusiasm for service, Tara takes Keen Capital to a whole new level!

Tara is married to her husband, Sam, and has two children. Her son, Tristyn, is attending the University of South Carolina and her daughter, Olivia, is attending Lander University. She also has her fur children – two Doodles she adores! Tara loves to travel, spending time with her family and friends, going to the beach, and working out at the gym. She also loves watching Steelers football and is a season ticket holder! 

Thomas Gore, CPA, CFP®

President

Thomas Gore is the Founder and President of Keen Capital. Thomas is a Certified Public Accountant, a Certified Financial Planner™ and a graduate from Presbyterian College with a BS in Business Administration. 

His interests include spending time with his wife, Edie, and enjoying their family and friends that bless their lives daily. He says his favorite achievement is his two daughters, McEwen and Mullins. Thomas can also be found on the golf course and enjoying beautiful Lake Murray.

Build Your Wealth with KEEN Capital

Ready to approach your investments differently?

Book Your Introductory Call

At KEEN Capital, we help you create a strategic investment plan designed specifically for your needs. We provide fiduciary advice that focuses on what truly benefits you—not just what sounds good. With our guidance, you’ll be set up for growth, protection, and long-term success.

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