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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)
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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

Meet Our Team

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Jim Trull, AIF, CFP, Wealth Manager | Keystone Financial Partners

Jim Trull, AIF®, CFP®
Wealth Manager

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Christopher Walsh, CFP, Wealth Manager | Keystone Financial Partners

Christopher Walsh, CFP®
Wealth Manager

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Karen Brock, Paraplanner | Keystone Financial Partners

Karen Brock, CFP®
Paraplanner

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Alex Greer, Financial Services Assistant | Keystone Financial Partners

Alexander Greer, CFP®
Financial Planning Assistant

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Alyssa Hanzl, Marketing Director | Keystone Financial Partners

Alyssa Hanzl
Marketing Director

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Stephen Headshot

Stephen Neubig
Client Service Associate

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121 Edinburgh South, Suite 208
Cary, NC 27511

Office: 919-463-0018
Toll-Free: 844-685-3550
Fax: 919-463-0064

FORM CRS

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor.

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