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.
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.
Jim Trull partners with Commonwealth Financial Network®
Jim Trull founded Keystone Financial Partners
Karen Brock joins Keystone Financial Partners
Jim Trull earns his CERTIFIED FINANCIAL PLANNER™ designation
Karen Brock earns her CERTIFIED FINANCIAL PLANNER™ designation
Chris Walsh joins Keystone Financial Partners
Chris Walsh earns his CERTIFIED FINANCIAL PLANNER™ designation
Jim Trull earns his CeFT® designation (Certified Financial Transitionist®)
Keystone Financial Partners launches Keystone Cares to give back to the community
Alex Greer join the Keystone Financial Partner Team
Jim celebrates 40 years in the financial planning industry