Meet the fiduciaries who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Keystone Wealth Partners
Keystone Wealth Partners is a full-service wealth management firm that provides ongoing and dynamic financial services to help your family or business make more informed financial decisions. For individual clients, this relationship is rooted in trust and often spans multiple generations.

John T. Hagensen -
MSFS, CAS®, CIS®, CES®, CFS®, CTS®Founder and Managing Director
John T. Hagensen -
MSFS, CAS®, CIS®, CES®, CFS®, CTS®Founder and Managing Director
When it comes to being a pilot, ensuring a safe flight requires the unique ability to decisively adapt as conditions emerge. It is this kind of precision and attention to detail that not only make John Hagensen an exceptional pilot but also have led him to build one of the state's most respected financial planning firms.*
John is the Founder and Managing Director of Keystone Wealth Partners. His vision for starting KWP was to deliver financial planning strategies free from Wall Street’s embedded conflicts of interest. Today, clients benefit from these strategies targeted to meet their unique needs.
His thought-leadership is driven by his desire to find new and interesting ways to educate investors. Having the heart of a teacher, his approach is educational and consultative. He is passionate about coaching his clients to remain disciplined to a long-term, academically sound strategy, and he executes this through monthly group coaching sessions. His intention to inform Main Street investors is also demonstrated through his weekly radio show, “Rethink Your Money,” as well as his weekly podcast, “Dropping F-Bombs: Faith, Family, Finance, Football.” John is a sought-after public speaker and has educated thousands nearing retirement across the valley. In addition, John is a published author. His first book, “Unleash Your Investments,” hit shelves in the summer of 2017. John’s second book, “The Retirement Flight Plan,” was released in the winter of 2019.
John has a Master of Science in Financial Services from the Institute of Business & Finance, a Strategic Decision and Risk Management Professional Certification from Stanford University and a Behavioral Finance Professional Certificate from Duke University. John holds the credentials of Certified Funds Specialist (CFS), Certified Annuity Specialist (CAS), Certified Estate & Trust Specialist (CES), Certified Tax Specialist (CTS) and Certified Income Specialist (CIS). John holds a designation from the National Social Security Association (NSSA) as well. He completed his Bachelor of Science at Corban University.
John is a native of Washington state and currently resides in Gilbert with his wife, Brittany, and their six children. He has many passions, but none more than adoption and social justice. After four trips to Ethiopia while adopting two of their children, sustainable, clean-water projects in Africa became a primary focus for John and his wife. John leads a community Bible study and believes his faith is the central anchor to every component of his life and business.
He also loves all things sports; as a child, he had every NBA player's number and college attended memorized. After attending a match while in Spain, he was hooked and is a devoted Barcelona FC soccer fan. More than sports or business, though, his greatest joy lies in his family. His left shoulder is sore most days from throwing countless pass routes with his two football-obsessed teenagers, and he can recite every page of "Go, Dog, Go." He is an avid reader and will knock out 50 nonfiction books in a typical year. As a Seattle native, he drinks more coffee than virtually anyone on Earth, and his future goals include learning to speak Spanish fluently, becoming a capable pianist and continuing to run at least one marathon per year.
*Ranking Arizona ranked Keystone Wealth Partners one of the Top 10 Independent Financial Planning Firms in the state of Arizona in 2016.

Chad M. Fletcher -
CFP®, ChFC®, RICP®, LUTCF®Senior Financial Adviser
Chad M. Fletcher - CFP®, ChFC®, RICP®, LUTCF®Financial Adviser
Chad applies his passion for learning and problem solving in his role as a Financial Adviser at Keystone Wealth Partners. For Chad, an important aspect of solving problems for clients is having the right tools and applying them in a way that provides positive outcomes for them and their families. He enjoys working closely with clients; listening to their questions, anticipating their needs and helping to make the management of their financial lives easier.
Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Life Underwriter Training Council Fellow (LUTCF®), and the National Social Security Association (NSSA®) designations.
Chad is a native of Idaho and is proud of his “small town” roots. He met his wife, Summer, shortly after graduating from the University of Idaho in 1998, and as newlyweds, the couple moved to Arizona in summer of 1999. Chad and Summer settled in southeast Gilbert, where they currently live and raise their two children. The Fletcher family enjoys an active lifestyle, both indoors and outdoors, and they love volunteering in the child ministries at Redemption Gateway Church.
Over the past few years, Chad has become quite the racquetball enthusiast. You’ll find him playing most Saturday mornings.
An interesting fact about Chad: In 1989-1990, Chad experienced an extraordinary time in history as a Rotary International Exchange Student to Germany (at that time West Germany). During his exchange, he witnessed and experienced the fall of the Berlin Wall and communism in the Eastern European countries, including East Germany.

Perry J. Dufresne - CHFC®, NSSA®Senior Financial Adviser
Perry J. Dufresne - CHFC®, NSSA®Financial Adviser

Aaron M. Coates - CPA & CFP® Certified Public Accountant & Financial Adviser
Aaron Coates - CPA & CFP® Certified Public Accountant & Financial Adviser
After graduating from California State University, East Bay in 2004 Aaron began his career as an accountant for a manufacturing company in Portland, Oregon. He transitioned into public accounting in 2006 when he relocated to Phoenix, Arizona to work for a Big 4 public accounting firm, Deloitte. Aaron worked in Deloitte’s Private Client Services group serving the income, gift, trust and estate tax needs of ultra-high net worth individuals. Since leaving Deloitte he has worked for a few local public accounting firms specializing in tax planning and compliance for individuals and small businesses.
Aaron enjoys getting to know his clients on a personal level, understanding their unique financial needs and goals while helping them maintain a lifestyle they are accustomed to even into retirement. He looks forward to building a long-term relationship as a trusted financial advisor.
Aaron is a Certified Public Accountant (CPA) and also holds the Certified Financial Planner (CFP®) designation. Aaron believes in lifelong learning and is frequently reading about current trends and innovations in personal financial planning.
Outside of the office Aaron spends his time with his wife and five active children. On most weekends he can be found at their various sporting events. Aaron is an active volunteer with the local little league. He also enjoys following his favorite sports teams, hiking and mountain biking in his free time.

Leah Ellsworth J.D. Estate Planning Attorney
Leah Ellsworth J.D.Estate Planning Attorney
Leah has been a member of the State Bar of Arizona since 2014. Her background includes experience in the areas of franchise and probate law, but her true passion lies with trusts and estates. As an estate planning attorney, Leah has had the privilege of working with many families to understand each of their unique needs and legacy goals and has enjoyed getting to know these individuals on a more personal level. As a member of the Keystone team, Leah strives to enhance communication between clients and their advisers to achieve harmonious long-term financial and estate planning objectives. She looks forward to working closely with the Keystone clientele and enriching the great experience that they can count on when they come to Keystone.
Outside of the office Leah enjoys spending time with her husband, son and two dogs. An Arizona native, she enjoys the warm (hot) weather and outdoor activities such as running, hiking and swimming. As a testament to her love of animals, Leah also sits on the Board of the Arizona Pet Project and has enjoyed volunteering with a number other of animal-wellness organizations.

Francisco P. Sirvent J.D. Financial Adviser & Attorney
Francisco P. Sirvent J.D.Financial Adviser & Attorney
Francisco owns Keystone Law Firm, our sister company. His extensive knowledge and experience as an estate planning attorney makes him a valuable resource when incorporating estate and tax planning into the plans of our high net-worth clientele.

Kenny E. Gatliff - CFA Portfolio Manager & Financial Adviser
Kenny E. Gatliff - CFA Portfolio Manager & Financial Adviser
Kenny specializes in the behind-the-scenes work of constructing and managing the investment portfolios for all of Keystone’s clients. Kenny utilizes his aptitude in mathematics and analytical problem solving to create portfolios leveraging the best academic research available in the field of investments and portfolio management. He takes great joy in doing the research, construction, trading and rebalancing of clients’ accounts withthe goal of earning returns to help clients achieve their goals.
Kenny brings a wealth of knowledge and experience from serving as the Director of Portfolio Management for a large investment management company for three years, as well as working within the portfolio management department for over 10 years prior to joining the Keystone team. While holding a series 65 designation, Kenny has passed all levels of the CFA exam allowing him to hold the Chartered Financial Analyst (CFA®) designation.
Kenny is originally from Cincinnati, Ohio, where he lived until moving to Arizona in 2014. He grew up spending his free time playing sports and is an avid fan of all things Cincinnati sports as well as the Ohio State Buckeyes. He grew up in a very tight-knit family and puts an extremely high emphasis on the value of friends, family and community.
Kenny attended Miami University in Oxford, Ohio, where he earned a Bachelor of Science in finance, and where he met his wife, Dannie, while serving together in an outreach ministry for high school students. They now have two young kids, Lizzy and Jordy, and love to be outside hiking, biking or road-tripping around the Southwest.

Dan L. Pallesen - PsyD Chief of Investor Behavior & Financial Adviser
Dr. Dan Pallesen Chief of Investor Behavior & Financial Adviser
Dr. Dan is passionate about helping others live their best lives. He is a licensed clinical psychologist whose focus is in the field of Positive Psychology, which is the science of happiness and fulfillment. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked for over 10 years in many settings including counseling centers, private practice, military clinics, and even federal prisons.
As the Chief of Investor Behavior & Financial Adviser, Dr. Dan works with the clients of Keystone to enhance their communication with their adviser, their spouses, and others. He also helps clients set and pursue goals in retirement and understand how behavioral biases may impact investment decisions and other actions. And to help Keystone advisers offer the best individualized recommendations for their clients, Dr. Dan works directly with the members of the Keystone Team to understand the unique needs and desires of their clients.
Dr. Dan grew up in the Midwest but warmer weather won out when the time came for college and he moved to Southern California to attend Biola University, where he completed his undergrad and graduate degrees. He moved to San Diego after grad school and met his wife, Jordanne within a few years. Dan and Jordanne welcomed their first child, Scott, in May of 2018 and moved to Arizona three months later. When he is not spending time with his family, Dr. Dan enjoys reading, listening to thought-provoking podcasts, watching football, and golfing.

Larry W. Warren - CRPC®Financial Adviser
Larry W. Warren - CRPC®Financial Adviser
As an investor coach, Larry strives to help investors gain the financial confidence that comes with the knowledge that their money is wisely invested. He knows that with that confidence, clients are able to focus on what’s important and how they are going to enjoy the life that they worked so hard to achieve.
Larry transitioned to financial coaching after 30 years of experience as a financial adviser. In this role, he ensures his team is always up to date on industry best practices; creates financial plans that are focused on clients, not Wall Street; and provides limitless support. After implementing this coaching structure in 2013, Larry has witnessed an uptick in confidence among his clients, which translates to a better investment experience.
This new approach allows Larry to put his best foot forward for his clients and commit even more to helping them achieve their retirement dreams.
Larry has passed the Series 7, 63 and 65 securities exams and has a bachelor’s of science and arts from the University of North Dakota. He also studied behavioral finance through Duke University’s financial planning program. Larry is a Chartered Retirement Planning Counselor and is Airline Transport Pilot certified.
Larry and his wife, Jan, are high school sweethearts and have been happily married for more than 30 years. Together, they have two children and eight grandkids. Larry enjoys tennis, fly fishing and biking.

Carlton J. Weber Financial Adviser
CARLTON J. WEBERFinancial Adviser
Carlton serves as part of the adviser team and has a hand in the onboarding process with new clients. His approach is very servant-hearted, with the goal of creating long-lasting relationships with clients while providing direction and guidance in their financial lives.
Carlton is a four-year veteran of the United States Coast Guard, serving in four duty stations across the U.S. A majority of that time was spent at USCG Air Station Atlantic City, where he worked with and managed over 150 service members, assisting in their financial matters.
His passion for relationships and finance led Carlton to Liberty University in Virginia, where he graduated with a bachelor’s degree in financial planning. Carlton has passed the Series 7, 63, 65 and 66 securities exams and is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum.
Carlton is originally from New Jersey but moved to Arizona early in life with his family. During his spare time, Carlton enjoys weight lifting, playing drums and playing volleyball.

Kacie L. Schulz - CFP® Financial Adviser
Kacie L. Schulz - CFP® Financial Adviser

Austin J. McDonough Financial Adviser
Austin J. McDonoughFinancial Adviser
Austin has followed his two passions of serving people and number crunching, which lead him to become a Financial Adviser at Keystone Wealth Partners. For Austin, working with families to help them reach their goals is his favorite part of the job. He finds joy in being able to take complicated situations and simplify them so that clients can make decisions confidently. His main objective is to give each family the peace of mind to pursue their dreams.
Austin graduated from Liberty University with a bachelor’s degree in financial planning. He is currently studying to obtain his Certified Financial Planner (CFP ®) designation and has already passed the Series 65 securities exam.
Austin is originally from Upstate New York but has lived in several states along the east coast including Florida and North Carolina. He recently moved to Arizona to pursue his goal of becoming a Financial Adviser. In his spare time Austin enjoys playing hockey and attending country concerts with his friends.

Nick C. Lombardozzi - CFP®Financial Adviser
Nick C. Lombardozzi - CFP®Financial Adviser
Nick was drawn to a career in financial planning because he enjoys relating and building deeper relationships with people through talking about their finances. Nick is a part of the adviser team at Keystone Wealth Partners and helps guide clients to a secure financial retirement. He attended Liberty University and completed his bachelors degree in 3 years in Financial Planning. Through obtaining his series 65 and passing the Certified Financial Planner (CFP®) exam, he is able to use the knowledge gained to help others with their long term financial goals.
Nick met his wife, Cassidy, at Liberty University, where he played lacrosse and his wife played field hockey while earning their degree. Nick loves every sport and can be found either playing or watching them with Cassidy. They love to travel on the weekends with friends, and visit family in Pennsylvania & Vancouver, Canada. Between their many travels, Nick is involved with ministry at their local church and believes that his faith in God is the core of his marriage, life, and career.

Kent R. Anderson
Financial Adviser
Kent AndersonFinancial Adviser

Douglas C. Alford - EA
Tax Preparer & Financial Adviser
Douglas C. AlfordTax Preparer & Financial Adviser
Douglas’s goal in both life and business is to positively impact as many people as he can. He understands how important it is to help other people when the opportunity to do so exists. He prioritizes building relationships with clients, while providing financial advice to meet their financial needs.
Prior to Keystone, Douglas worked for a Big 4 public accounting firm as well as a few local public accounting firms. In these positions, he specialized in a variety of tax services to high-net worth individuals, partnerships, trusts and estates. His experience includes tax planning, tax return preparation, review, assistance with multi-state taxation, succession and estate planning, and IRS correspondence/representation.
Douglas is an Enrolled Agent and is currently working on his Certified Financial Planner (CFP) and Certified Public Accountant (CPA) designations. He has a Master of Science in Business Administration from the University of Phoenix, and a Bachelor of Arts in Accounting and Business Administration from Malone University. His passion for learning allows him to help others achieve their goals in learning and create better lives for themselves.
Douglas is originally from Cleveland, Ohio, where he lived until moving to Arizona in 2011. He is a die-hard Cleveland sports fan, with the Cleveland Browns being his favorite team. Outside of the office, he enjoys spending time with his family, watching sports, listening to podcasts, and binge-watching his favorite television series’.

Erica Beiriger, WMS℠ Senior Account Manager
Erica BeirigerAccount Manager
At Keystone, our Account Managers handle all service requests for existing clientele. Her sole focus is on providing timely and efficient assistance for any of your ongoing needs. Her passion is to cheerfully make your life easier by off-loading some of the items you have on your plate and handling them for you. She is available throughout the day and often can answer your question immediately, rather than you waiting for an advisor’s assistance.

Laura Walters, WMS℠Account Manager
Laura Walters, WMS℠Account Manager
At Keystone, our account managers handle all service requests for existing clientele. Laura’s sole focus is on providing timely and efficient assistance for any of your ongoing needs. Her passion is to cheerfully make your life easier by off-loading some of the items you have on your plate and handling them for you. Laura is available throughout the day and often can answer your question immediately, rather than you waiting for an advisor’s assistance.

Jamie Amundson Senior Account Manager, Paraplanner
Jamie Amundson Account Manager, Paraplanner and Insurance
At Keystone, our client specialist, Jamie, handles all service requests for existing clientele. Her sole focus is providing timely and efficient assistance for any of your ongoing needs. Her passion is to cheerfully make your life easier by off-loading some of the items you have on your plate and handling them for you. She is available throughout the day and often can immediately answer your question, rather than waiting for an advisor’s assistance.
Jamie also works as a paraplanner. She diligently works to gather all initial information regarding future clients and organizes that material to ensure that the advisors can properly establish the next steps for each and every person.
With Jamie’s attention to detail and strong work ethic, she has a unique ability to assist the advisors in setting up our future clients on the right path.

Emilee Figueroa
Client Coordinator
Emilee Figueroa Client Coordinator
At Keystone, our Client Coordinator is involved with every step of the client journey. Emilee is responsible for maintaining the office, cheerfully greeting people, and taking care of all scheduling for future current clients. With Emilee's caring and compassionate demeanor, she is able to ensure each client feels comfortable as they build their relationship with Keystone. Emilee enjoy's spending time with her husband and three kids outside of her work hours.

Belinda Dickson
Client Coordinator
Belinda Dickson Client Coordinator
At Keystone, our client coordinator is responsible for maintaining the office, cheerfully greeting people calling in or arriving for appointments, and taking care of all scheduling for future clients. Belinda uses her great spirit and helpful demeanor to ensure that Keystone runs smoothly. Belinda also works diligently to ensure that all prospective clients feel comfortable and confident while building their initial relationship with Keystone. With Belinda’s gentle touch and sweet demeanor, she has a unique ability to help all potential clients work through the first steps of becoming part of the Keystone family.

Tamra Wilson, WMS℠Account Manager
Tamra WilsonAccount Manager
At Keystone, our Account Managers work diligently to ensure that all prospective and existing clients feel comfortable and confident while building their relationship with Keystone. With Tamra’s gentle touch and sweet demeanor, she has a unique ability to help all potential clients work through the first steps of becoming part of the Keystone family.

Lauren NewmanEvents & Marketing Manager
Lauren NewmanEvents & Marketing Manager
As our Marketing Coordinator, Lauren works diligently to execute all prospective and current client events along with internal marketing efforts. With Lauren’s strong interpersonal and organizational skills, she is able to create a worthwhile experience for the future and current clients of Keystone. Lauren will make sure that you are always enjoying a superior experience while working with Keystone.

Ashley Naugle
Director of Operations
Ashley Naugle Director of Operations
Ashley oversees all aspects of office operations and implements new directives for business growth. She ensures our administration and internal processes, including accounting, budgeting and staff development, are accurate and efficient in order to provide a seamless experience for our clients.
Using her conceptual and supportive aptitudes, Ashley is able to provide effective strategic direction across the wonderful Keystone team.

Maryssa Tercero
Assistant Client Coordinator
Maryssa TerceroAssistant Client Coordinator
At Keystone, our Assistant Client Coordinator, Maryssa, handles administrative duties for our team and clients. She strives to make each client feel valued and secure. By possessing a cheery attitude and a strong attention to detail, Maryssa's goal is to assist you in any way she can in a timely and considerate manner.

Theresa Schlangen
Account Manager
THERESA SCHLANGEN Account Manager
At Keystone, our Account Managers work diligently to ensure all prospective and existing clientele are serviced in a timely and efficient manner. Theresa’s goal is to ensure that your accounts with Keystone are managed accurately and to your highest satisfaction. Theresa is available throughout the day to take your requests and answer questions.

Cole Beckwith
Paraplanner
COLE BECKWITH Paraplanner
Cole offers solid business acumen, leadership, and initiative with a customer service focus that generates clients' trust and respect for Keystone. Cole is a veteran of the United States Army, serving overseas and domestically as a Team Leader. His passion for pursuing Finance has led him to complete his Bachelors of Science degree from Arizona State and continues to complete his MBA in Finance and work through the CFP certification. In his spare time he enjoys golfing, snowboarding, and traveling.
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