Our Team

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:

Josh Nelson, CFP®, MPAS®, AWMA®, AAMS®

“Scuba diving is my super power.”

Jeremy Busch, CFP®, AAMS®

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

Kara Jett

“Finish what you started!”

Sarah M. Nelson

“Duck, duck, gray duck!”

Melissa Ledford

“Work Hard, Play Hard!”

Sherri Sturgis, FPQP®

“Loveland, Colorado Native”

Jennifer Walenter

“The difference between try and triumph is just a little umph!”

Marcy Sadler

“My camera is my super power”

Wendi Warren

“My life is like a musical—you never know when I’ll break out in song.”

Lynne Brown

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

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