Keystone Financial Services

Jeremy Busch is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keystone Financial Services since 2020. His prior roles include positions at Cetera Advisor Networks, Cwm, LLC, and Edward Jones. Outside of financial advising, he was involved with ABR Inspections, LLC and worked in the Weld County School District. Keystone Financial Services manages approximately $306 million for a diverse client base, including individuals, trusts, and retirement plans. The firm employs a range of investment strategies across multiple asset classes, emphasizing active portfolio management, asset allocation, and tailored solutions.

Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.

Joshua Nelson is a CFP® with 26 years of industry experience, currently serving as an advisor at Keystone Financial Services in Loveland, CO. His prior roles include positions at Cetera Advisor Networks LLC, Cwm, LLC, Western Wealth Management, LLC, and LPL Financial LLC. Nelson has been with Keystone Financial Services since 2010. Keystone Financial Services is a registered investment adviser managing approximately $306 million for about 509 clients, including individuals, trusts, and employer-sponsored retirement plans. The firm employs a multi-strategy investment approach incorporating individual equities, fixed income, mutual funds, ETFs, options, and alternative products, with active portfolio monitoring and tactical asset allocation.

Michael Stevenson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Keystone Financial Services and previously worked at Navigation Wealth Management, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he has served as an insurance agent and provides consulting services for the transition of Navigation Wealth Management’s business. Keystone Financial Services is a registered investment adviser managing approximately $306 million for over 500 clients. The firm serves individuals, trusts, retirement plans, and broker-dealer customers, offering a range of portfolio management and financial planning services with an investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative assets.