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®, MPAS®, AWMA®, AAMS®

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

Jeremy Busch

Wealth Advisor, AAMS®

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

Sarah M. Nelson

Director of Operations

“As my garden grows, so do I.”

Gail Perkins

Director of Client Experience

“Loveland, Colorado Native”

Sherri Sturgis

Client Relationship Specialist

“I know it’s only rock-n-roll, but I like it.”

Lynne Brown

Executive Assistant

“My camera is my secret weapon!”

Marcy Sadler

Operations Associate