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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

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.

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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.

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

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

Perry’s approach to working with clients is very personal. Getting to know a family and listening to their unique stories allows him to build a stronger relationship and deeper understanding of their situation. Combining this empathy and desire to help others with his passion for financial planning, Perry is able to help families reach their financial goals as a Financial Adviser at Keystone Wealth Partners.

He works closely with other members of the Keystone Team to formulate and implement advice and individualized recommendations that best suit a client’s needs. With over a decade in the financial services industry, he utilizes his extensive knowledge to help clients plan for their future.

Perry holds a designation from the National Social Security Association (NSSA®) and is currently enrolled in the CERTIFIED FINANCIAL PLANNER (CFP®) coursework.

Growing up just south of Portland, Maine, Perry is a bigtime Boston sports fan, hockey being his favorite. A self-described “coffee snob,” he often has a cup of coffee in his hand. Although it’s gotten harder to get out on the course with a young family, golf will always be a passion of his. Perry and his wife, Rachael, enjoy hosting dinner parties, serving with their church community and exploring new cities. They currently reside in Scottsdale with their daughter, Charley, and son, Ethan.

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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.

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Kenny E. Gatliff  Portfolio Manager & Financial Adviser

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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.

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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.

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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.

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Kacie L. Schulz, CFP®Financial Adviser

Kacie L. Schulz, CFP®Financial Adviser

As the lead planning adviser in Keystone Wealth Partners’ Bismarck, North Dakota, office, Kacie uses her leadership and industry knowledge to guide clients toward their retirement dreams. 

Before entering the world of financial planning, Kacie was a high school and middle school teacher. Now, as a financial professional, Kacie draws on her experience as an educator as well as her financial know-how to create easy-to-understand strategies that are tailored to meet the specific needs of her clients. During each planning session, Kacie works with one goal in mind: to provide her customers with financial confidence, both now and during their retirement.

Kacie has her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and graduated Magna Cum Laude from Concordia College in Moorhead, Minnesota. She is pursuing a master’s of science in family financial planning at North Dakota State University.

In her free time, Kacie loves spending time with her husband, Ryan, and their family; cooking; reading; and traveling to new places. She also serves as a volunteer at various organizations, including her church, the local community foundation and one of the local universities. Kacie is a lifelong student and loves learning.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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.

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Greg Darley - FPQP™ Paraplanner

Greg Darley Paraplanner

Greg assists the advisory team with visual aids such as retirement maps and charts when educating clientele to make the most informative investment decision. He uses his operational skills to make the client experience with the advisors as smooth as possible. Greg thrives off of the opportunity to help prepare people for a successful retirement. He follows in the advisor’s footsteps to ensure that Keystone is always putting forth an established and cohesive brand.

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Laura WaltersAccount Manager

Laura WaltersAccount 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.

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Lauren NewmanClient Coordinator

Lauren NewmanClient Coordinator

At Keystone, our Client Coordinator is involved with every step of the client journey. Lauren is responsible for maintaining the office, cheerfully greeting people, and taking care of all scheduling for future and current clients. With Lauren's caring and compassionate demeanor, she is able to ensure each client feels comfortable as they build their relationship with Keystone.

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Jamie Amundson Account Manager, Paraplanner & Insurance

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.

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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.

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Tamra WilsonAccount Manager

Tamra WilsonAccount Manager

At Keystone, our Account Manager works diligently to ensure that all prospective clients feel comfortable and confident while building their initial 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.

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Carly Nelson
Marketing & Events Coordinator

Carly Nelson Marketing and Events Coordinator

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

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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.

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Jennifer YoungAssistant Account Manager

Jennifer YoungAssistant Account Manager

At Keystone, our account managers handle all service requests for existing clientele. Jen’s core belief is that every client or visitor should feel welcome and stress-free. She enjoys helping others and strives to make sure you’re taken care of with a smile. Jen has 20 years of administrative experience and is happy to help answer any questions at Keystone.

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