Your Financial Planning Team


Our team, as a collective, works for one sole purpose: to ensure you receive 5-star service and an exceptional experience. We don’t simply work here at Keystone Financial Services, we’ve built a family. And, we consider any client we serve an extension of that family. Our goal is to get to know you as well as you know us. So, here’s 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®

“The best thing about scrapbooking memories, is making them.”

Renee Boulger

Managing Director

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

Sarah M. Nelson

Wealth Plan Administrator

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

Jeremy Busch

Client Relationship Manager, Registered Representative

“As my garden grows, so do I.”

Gail Perkins

Director of First Impressions

“You’ll find me on the baseball field.”

Jared Van Vark

Operations Associate Intern