I would love to see Keystone Financial Services become an automatic \u201cgo-to\u201d name in all of Northern Colorado when it comes to every household\u2019s financial needs. When individuals think of safety, loyalty, number-one financial guidance, and excellent client service that \u201cgoes above and beyond\u201d, the name that comes to mind will be Keystone.<\/p>\n\n\n\n
Honorable, Steadfast, and Authentic<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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\u2019s 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\u2019s degree in management and organizational leadership.<\/p>\n","protected":false},"excerpt":{"rendered":"
What is your dream for the company? I would love to see Keystone Financial Services become an automatic \u201cgo-to\u201d name in all of Northern Colorado when it comes to every household\u2019s financial needs. When individuals think of safety, loyalty, number-one financial guidance, and excellent client service that \u201cgoes above and beyond\u201d, the name that comes […]<\/p>\n","protected":false},"featured_media":8061,"menu_order":10,"template":"","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","podcast_guest_thumb":"","podcast_guest_name":"","podcast_guest_url":"","post_thumbnail_2":0,"team_first_name":"Marcy","team_last_name":"Sadler","team_title":"Senior Client Services Associate","team_credentials":"","team_phone":"","team_phone_ext":"","team_email":"","team_facebook":"","team_linkedin":"","team_instagram":"","team_twitter":"","team_youtube":"","team_video":"","team_calendar":"","team_external":"","team_brokercheck":"","team_iapd":"","team_riskalyze":"","team_author_id":"","team_vimeo":"","footnotes":""},"oi_team_tag":[],"oi_position":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_team\/8016"}],"collection":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_team"}],"about":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/types\/oi_team"}],"version-history":[{"count":4,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_team\/8016\/revisions"}],"predecessor-version":[{"id":8024,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_team\/8016\/revisions\/8024"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/media\/8061"}],"wp:attachment":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/media?parent=8016"}],"wp:term":[{"taxonomy":"oi_team_tag","embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_team_tag?post=8016"},{"taxonomy":"oi_position","embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_position?post=8016"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}