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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

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 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®, LUTCFFinancial Adviser & Chief Compliance Officer

Chad M. Fletcher – ChFC®, LUTCFFinancial Adviser & Chief Compliance Officer

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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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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Perry J. Dufresne - NSSA®Financial Adviser

Perry J. Dufresne - 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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Kenny Gatliff  Portfolio Manager

Kenny Gatliff  Portfolio Manager

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 with the 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 is currently working toward his Chartered Financial Analyst Charterholder and has passed the CFA Level I and level ll exams.

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.

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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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Jan Lexow

Paraplanner

Jan Lexow Paraplanner

At Keystone, our Paraplanner works diligently to gather all initial information regarding our future clients and organize that material to ensure that the advisors are able to properly establish the next steps for each and every person. With Jan’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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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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Ciara

Ciara JohnsonClient Coordinator

Ciara JohnsonClient 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. Ciara uses her great spirit and helpful demeanor to ensure that Keystone runs smoothly.

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Greg DarleyAdvisor Assistant - Paraplanner

Greg DarleyAdvisor Assistant - 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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Tamra Wilson

Future-Client Coordinator

Tamra WilsonFuture-Client Coordinator

 

At Keystone, our Future-Client Coordinator 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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