Our Team

Wendi Warren

What’s your dream for the company?

I would like Keystone to be known as the best financial planning firm in Colorado and beyond, helping individuals and families reach their financial goals.

What are three words people use to describe you?

Dependable, problem-solver, and trustworthy

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

Faith and family are the most important things to me. I enjoy spending time with my husband, Bobby, and our pets (we have cats and a dog). Visiting with extended family also brings me joy. I feel truly blessed to be living this life and grateful for the hope of the future.

What’s your financial journey?

Wendi is Keystone’s Project Manager. With a lifelong passion for administrative work and a knack for excelling in compliance, Wendi brings a wealth of experience to the team. Before joining Keystone, she spent 14 years at a non-profit agency in northeast Ohio, where she developed her skills in in the Performance and Continuous Quality Improvement (PCQI) department. In this role, she not only ensured the agency’s compliance with state regulations and national accreditation standards but also managed and executed various projects to enhance operational efficiency. Wendi is enthusiastic about applying her well-honed skills to drive success here at Keystone. Her commitment to excellence shines through in every aspect of her work.

Wendi has also participated in Financial Peace University through Dave Ramsey Solutions. She has occasionally served as a facilitator at her church for this program as well. Wendi genuinely believes that learning to budget and taking steps to get out of debt really does bring financial peace.

Contact Wendi Warren

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