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, CFP®, AAMS®

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

Sarah M. Nelson

Director of Operations

“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