Our Team

We work

For You

At KeyStone Financial, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

pat-couture

Pat Couture

Founder, President and Financial Advisor

In addition to implementing traditional retirement planning strategies that include insurance vehicles and securities, Pat advocates for a more holistic planning approach that focuses on the person rather than the products. KeyStone Financial refers to this as a Retirement Roadmap.

As an Investment Adviser Representative, Pat believes in having a stress-free planning process that helps prepare clients to work towards their retirement goals. He also recognizes that establishing trust with his clients is foundational to strong relationships and effective planning, and he takes that responsibility seriously.

Outside the office, Pat can be found spending time with his wife, Mayra; camping; working; on his church’s board; entertaining friends and family; and doing projects around the yard. Pat and his wife also are active in their nonprofit organization, Open Heavens Guatemala.

Any and all other services related to Open Heavens Guatemala are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.

Kia Xiong-Yang

Financial Advisor and Retirement Professional

Fred Lewis

Financial Professional

Blia Yang

Retirement Professional

Additional Staff

Michelle C.

Director of Client Services

Mayra C.

Administration & Bookkeeping

Megan C.

Digital Marketing Specialist

Saretta S.

Director of First Impressions

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