Your Financial Planning Team

Dedicated Focus. Outstanding Service.

Our team works together toward one sole purpose: to ensure you have an amazing client experience. We don’t simply work at Keystone Financial Services, we’re building a culture where relationships matter. We get to be on this journey together, and we consider any client we serve as an extension of the Keystone family. Here is a little about each one of our incredible stakeholders:

Meet our Loveland Team Meet our Omaha Team

“Scuba diving is my super power.”

Josh Nelson

CEO/ Founder, CFP®

“A black belt, is a white belt that never quit.”

Jeremy Busch

Wealth Advisor, AAMS®

Lynne Brown

Virtual Assistant

“As my garden grows, so do I.”

Gail Perkins

Director of Client Experience

“Loveland, Colorado Native”

Sherri Sturgis

Client Relationship Specialist

“I enjoy a good book and cup of coffee.”

Sarah M. Nelson

Director of Operations