What’s your dream for the company?
I want our firm to be a trusted partner in our clients’ lives—providing clarity, confidence, and direction so they can make smart financial decisions and build lasting financial security for themselves and their families.
What are three words people use to describe you?
Principled, empowering, authentic
When you are not working, what do you care about most?
When I’m not working, I enjoy guiding my children as they grow, cherishing time with my wife, strengthening my faith, and unwinding by watching sports.
What’s your financial journey?
Michael Stevenson is an Associate Wealth Advisor at Keystone Financial Services who is passionate about helping individuals and families make confident financial decisions through thoughtful planning and honest guidance. He believes the best financial outcomes are built on trust, education, and long-term relationships. Michael is Series 65 licensed and is currently pursuing the Certified Financial Planner™ (CFP®) designation.
Michael has worked as a financial advisor in Northern Colorado for more than three years and focuses his practice on understanding each client’s goals and circumstances so he can provide advice that is intended to serve their best interests. He earned his degree from Colorado State University, where he studied Investment Finance. Michael’s top priority is to continue building genuine relationships while providing thoughtful financial planning and advice to Keystone’s clients, recognizing that each client’s situation is unique.