The Practice

KFM keystoneOur organization is composed of a dedicated team of professionals with backgrounds in accounting, finance, insurance, and investments.  Many of our associates have advanced professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner(CFP®) and Certified Public Accountant (CPA).  Our clients are supported by a team of experienced professionals and staff who are dedicated to remaining current on industry trends.

We embrace a team philosophy when working with our clients.  Each representative is responsible for understanding his or her client’s entire financial picture and for providing the appropriate resources to meet a wide variety of needs.  We encourage our clients to integrate existing relationships with trustees, attorneys, accountants and other professionals to ensure that our representatives take a comprehensive approach when creating their financial solutions.