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

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

chad

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

perry

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

aaron

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

francisco

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

kenny

Kenny E. Gatliff - CFA  Portfolio Manager & Financial Adviser

dan-web

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

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Larry W. Warren - CRPC®Financial Adviser

carlton

Carlton J. Weber Financial Adviser

austin

Austin J. McDonough Financial Adviser

team-kacie

Kacie L. Schulz - CFP® Financial Adviser

nick-web

Nick C. Lombardozzi - CFP®Financial Adviser

kent-new

Kent Anderson
Financial Adviser

Erica

Erica Beiriger, WMS℠Account Manager

laura-web

Laura Walters, WMS℠Account Manager

team-jamie

Jamie Amundson Account Manager, Paraplanner & Insurance

lauren-web

Lauren NewmanClient Coordinator

team-belinda

Belinda Dickson

Client Coordinator

tamra

Tamra Wilson, WMS℠Account Manager

carly-web

Carly Nelson
Events & Marketing Manager

ashley

Ashley Naugle
Director of Operations

maryssa

Maryssa Tercero
Assistant Client Coordinator

theresa

Theresa Schlangen
Account Manager

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