We are a team of professionals who are passionate about ensuring that you feel confident in retirement.


MICHELLE C.

Director of Client Services

Michelle brings 30 years of business administration experience to the KeyStone Financial table. She is dedicated to seeing that every client receives extraordinary care. Whether it be through a friendly smile before their meetings or by the careful management of their documents, Michelle makes KeyStone clients feel like part of the family.

BRIANNA F.

Director of Marketing & Client Relations

As an integrated strategic communication graduate of UW-Eau Claire, Brianna maintains communication with clients and seeks opportunities for others to join KeyStone Financial. Much like the rest of the team, Brianna is driven by the dedication of helping individuals achieve their ideal retirements.

MAYRA C.

Administration & Bookkeeping

Mayra works behind the scenes for the KeyStone team, providing support in everything from bookkeeping to technology services. She is a dedicated employee and teammate who is always happy to assist in any way possible. Mayra often works alongside her husband, Pat, and is actively involved in their non-profit, Open Heavens Guatemala.

KATHY T.

Director of First Impressions

As someone who has more than 22 years of experience working in communications, Kathy welcomes clients and visitors to KeyStone Financial and serves their needs. Kathy also maintains some of the administration responsibilities, working closely with Michelle.