Wealth Management Strategies for More Than 30 Years

Who We Are

Founded in 1997, Keystone Financial Partners has been serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. The Keystone Financial Partners team has over 85 years of combined financial planning services experience. We are honored to provide the guidance and oversight to help clients navigate their financial journey with confidence.

Knowledge & Experience

Why Keystone?

The word Keystone refers to the central stone on which all else depends. In a structure, this stone provides the stability and support from its central placement. We believe our team here at Keystone Financial Partners plays an equally important role in the lives of each of our clients.  Your financial plan is built around your goals. Like the keystone, we are perfectly placed to provide you the support and stability you need as your life and financial situation change.

When constructing the philosophy behind Keystone Financial Partners, Jim Trull followed the words of Zig Ziglar when he said “You can have everything in life you want, if you will just help other people get what they want.” That is still a guiding principle that we follow till this day.

Our History

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1995
1999
2002
2005
2007
2010
2012
2016
2019
2020
2021

1995

Jim Trull partners with Commonwealth Financial Network®

1999

Jim Trull founded Keystone Financial Partners

2002

Karen Brock joins Keystone Financial Partners

2005

Jim Trull earns his CERTIFIED FINANCIAL PLANNER™ designation

2007

Karen Brock earns her CERTIFIED FINANCIAL PLANNER™ designation

2010

Chris Walsh joins Keystone Financial Partners

2012

Chris Walsh earns his CERTIFIED FINANCIAL PLANNER™ designation

2016

Jim Trull earns his CeFT® designation (Certified Financial Transitionist®)

2019

Keystone Financial Partners launches Keystone Cares to give back to the community

2020

  • Alex Greer join the Keystone Financial Partner Team

  • Jim celebrates 40 years in the financial planning industry

2021

Alyssa Hanzl joins Keystone Financial Partners