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Sarah M. Nelson

(970) 744-5408

What’s your dream for the company?

I want our company to be the “go-to” place for all your financial life questions. After our clients’ questions have been answered, I want them to think – wow, that was unexpected, and they went above and beyond to help me!

What are three words people use to describe you?

Unfailingly persistent, nurturing, personable

When you are not working, what do you care about most?

My family, my dog, and volunteering to help anywhere it is needed.

What’s your financial journey?

Sarah Nelson is the Director of Compliance & Oversight. Sarah leads by managing policy and procedure development, compliance, IT, systems functions, as well as supervising administrative and fiscal operations. She plays a critical role in partnering with our Founder and our other wealth advisors in strategic decision making to meet company objectives. Sarah oversees development and documentation to ensure that consistent and efficient workflows are in place. She is the backbone of the organization and strives to ensure all of Keystone’s clients are served with the utmost care and professionalism.

Prior to joining Keystone Financial Services, Sarah worked for a financial planning firm in Minnesota as their Client Services Manager and was an integral part of the tremendous growth that firm experienced. Sarah and the two owners of that firm doubled the assets under management during her tenure by tipping the operations upside down and rebuilding the foundation of the company into a well-oiled machine.

Sarah started working in the financial services industry right out of high school, while going to school in the evenings, bringing her industry experience to 18 years. She currently holds a degree in Business Administration and is working on her bachelor’s degree in Organizational Management and Leadership. Sarah’s connection with our clients, her drive to solve problems, and her passion for helping others, make her a great asset to the Keystone team.

Contact Sarah M. Nelson

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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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