Keystone Financial Partners - ABOUT US

ABOUT US | Biographies

We, at Keystone Financial Partners, are financial coaches, helping you to manage the long-term decisions that will ultimately determine the wealth that you accumulate and preserve.

We're always ready to address your concerns, answer your questions, and put you at ease. Please click on any of the names below to learn more about our backgrounds and qualifications.

Jim Trull
CLU, ChFC, CLTC, CFP^®CERTIFIED FINANCIAL PLANNER^™ Professional

Karen Brock, CFP^®
Client Relationship Manager

Tami Hollingsworth
Client Service Assistant

This communication is strictly intended for individuals residing in the states of
AZ,CA,FL,GA,IN,MA,MD,ME,MI,NC,NJ,OH,PA,SC,VA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
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