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Marcy Sadler

What is your dream for the company?

I would love to see Keystone Financial Services become an automatic “go-to” name in all of Northern Colorado when it comes to every household’s financial needs. When individuals think of safety, loyalty, number-one financial guidance, and excellent client service that “goes above and beyond”, the name that comes to mind will be Keystone.

What are three words people use to describe you?

Honorable, Steadfast, and Authentic

When you’re not working, what do you care about most?

Family is my number one priority. Spending time with family and friends, watching my grandchildren grow up and making memories are what I love most. I also enjoy photography, the outdoors, camping, and traveling.

What’s your financial journey?

Marcy Sadler is the Senior Client Services Associate at Keystone Financial Services. Marcy has been a financial professional for over 25 years starting her journey straight out of high school working in the commercial banking industry. Working her way up from a teller position to loan counselor and personal banker, Marcy made the leap from commercial banking into the investment industry as a Registered Client Associate. She has worked with high- net-worth financial advisor teams, being employed with such large firms as Merrill Lynch, Morgan Stanley, and Raymond James. Marcy has worked as the primary contact for company-sponsored retirement plan trustees and participants, as well as a client service and a marketing specialist for her supporting groups. Marcy’s top priority is ensuring that Client Services run like a well-oiled machine. Marcy resides in Georgia with her husband, Charles, her son, daughter, and grandchildren. Marcy has an associate degree from St. Petersburg College and is currently working toward her bachelor’s degree in management and organizational leadership.

Contact Marcy Sadler

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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