Our Team

We believe in building lifelong relationships.  We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions.  At the end of the day, we specialize in independent objective financial advice.

The Keystone Wealth Partners Team


Financial Advisers

At Keystone, our experienced fiduciaries work as a collective group under one laser-focused financial planning philosophy.  Much like a hospital, we have weekly rounds where collaborative discussions take place regarding your specific situation.

John T. Hagensen

Client Adviser & Managing Director
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Chad M. Fletcher

Adviser & Chief Compliance Officer
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Perry J. Dufresne

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Francisco P. Sirvent J.D.

Adviser & Attorney
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Erica Beiriger

Account Manager
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Jami Forbes

Client Experience Director
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Ciara Johnson

Client Coordinator
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Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@keystonewealthpartners.com or call us at 480-782-1034 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Schedule your personalized 1-page Retirement Map Review today!

Schedule your personalized 1-page Retirement Map Review today!

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Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently