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Meet the Team

We See Uncertainty As An Opportunity

At Keystone Capital Partners Group, we are not cookie-cutter. Building financial strategies by design allows us to customize according to our clients’ individual needs. Our experienced team of advisors will help you construct a financial blueprint that will help guide you towards success.

Whether you’re fresh out of college, building your own business, well on your way to living your dream, or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. Keystone Capital Partners Group can help you reach them with a personalized financial plan.

Our Mission

Build trusted relationships with clients based on their individual goals. Maintain the best team members and resources to bring value to our client relationships.

Support Staff

Charities

Our local not for profits are always trying to find ways to stay solvent and do their best work. They are important organizations in our community. There are only so many dollars to go around.

Every year we ask our team to each pick a charity they care deeply about. We send a donation to that organization to honor our team member. Below are a list of those charities and the team member that chose them.

Melanie Barton

Melanie Barton


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Christian Nikodem

Christian Nikodem


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Wendy Coppola

Wendy Coppola


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Lee Wilson

Lee Wilson


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Sponsorship in 2023

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.