Speak with an Adviser 800-767-1559

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.

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John T. Hagensen -
MSFS, CAS®, CIS®, CES®, CFS®, CTS®Founder and Managing Director

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Chad M. Fletcher -
ChFC®, RICP®, LUTCF®Financial Adviser

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

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Aaron M. Coates - CPA & CFP® Certified Public Accountant & Financial Adviser

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Francisco P. Sirvent J.D. Financial Adviser & Attorney

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Kenny E. Gatliff - CFA  Portfolio Manager & Financial Adviser

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Dan L. Pallesen - PsyD Chief of Investor Behavior & Financial Adviser

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Larry W. Warren - CRPC®Financial Adviser

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Carlton J. Weber Financial Adviser

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Austin J. McDonough Financial Adviser

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Kacie L. Schulz - CFP Financial Adviser

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Erica BeirigerAccount Manager

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Greg Darley - FPQP™ Paraplanner

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Laura WaltersAccount Manager

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Lauren NewmanClient Coordinator

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Jamie Amundson Account Manager, Paraplanner & Insurance

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Belinda Dickson

Client Coordinator

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Tamra WilsonAccount Manager

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Carly Nelson
Events & Marketing Manager

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Ashley Naugle
Director of Operations

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Maryssa Tercero
Assistant Client Coordinator

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today!

Or give us a call at 480-782-1034

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