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 and feels 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 the team at Keystone Financial Partners plays an equally important role in the lives of each of their clients.  Your financial plan is built around your goals and like the keystone, we are perfectly placed to provide you the support and stability you need as your life and financial situation changes.

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
2009
2010
2012
2016
2017
2019
2020

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 CFP® designation

2007

Karen Brock earns her CFP® designation

2009

Tami Hollingsworth joins Keystone Financial Partners

2010

Chris Walsh joins Keystone Financial Partners

2012

Chris Walsh earns his CFP® designation

2016

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

2017

Keystone Financial Partners launches Wealth Wise Planning Platform

2019

KFP develops Keystone Cares to give back to the community

2020

Megan Mallory & Alex Greer join the KFP Team & Jim celebrates 40 years in the financial planning industry