800-767-1559
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 conditionsemerge. It is this kind of precision and attention to detail that make John Hagensen not only an exceptional pilot, but have also led him to build one of the state's most respected financial planning firms.*
John Hagensen 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 executes this through monthly group coaching sessions. His intention to inform Main Street investors is also demonstrated through his weekly radio show, "Myth Busting with Keystone Wealth Partners," as well as his weekly podcast. John is a sought-after public speaker and has educated thousands nearing retirement across the valley. In addition, John is a published author. His book, "Unleash Your Investments," hit shelves in the summer of 2017.
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 five 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 and as a child 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-Dogs-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 -
ChFC®, RICP®, LUTCF®Financial Adviser
Chad M. Fletcher - 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 Chartered Financial Consultant (ChFC®) and a Life Underwriter Training Council Fellow (LUTCF®) and is currently enrolled in the Retirement Income Certified Professional (RICP®) coursework. Chad also has a designation from the National Social Security Association (NSSA®).
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®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.
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
Larry W. Warren - CRPC®Financial Adviser
Carlton J. Weber Financial Adviser
Austin J. McDonough Financial Adviser
Kacie L. Schulz - CFP® Financial Adviser
Erica BeirigerAccount Manager
Erica BeirigerAccount Manager
At Keystone, our client specialist, Erica, handles 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.
Greg Darley - FPQP™ Paraplanner
Laura WaltersAccount Manager
Lauren NewmanClient Coordinator
Jamie Amundson Account Manager, Paraplanner & Insurance
Belinda Dickson
Client Coordinator
Tamra WilsonAccount Manager
Carly Nelson
Events & Marketing Manager
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
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today!