Our 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:
Jeremy Busch, CFP®, AAMS®
- Wealth Advisor
“A black belt, is a white belt that never quit.”
Sarah M. Nelson
- Director of Strategy & Oversight, Solutions Specialist
“Duck, duck, gray duck!”
Jennifer Walenter
- Client Services Manager
“The difference between try and triumph is just a little umph!”
Amanda Filler
- Client Experience Coordinator
“The best thing to hold onto in life is each other.”
Wendi Warren
- Project Manager
“My life is like a musical—you never know when I’ll break out in song.”
Lynne Brown
- Executive Assistant & HR Coordinator
“I know it’s only rock-n-roll, but I like it.”