Meet Your Team
KEYSTONE FINANCIAL GROUP, INC
Choosing a financial partner is about far more than just finances. At Keystone Financial Group, Inc., it’s all about you! We recognize the most valued assets our firm holds are the relationships we have built with our clients. We’ve strengthened those relationships by assessing your current situation, your feelings, your family dynamics and future desired outcomes to develop a plan that is uniquely yours
LYNN K. BERRY, CWS, AIF
Lynn co-founded Keystone Financial Group in 1992 and currently serves as the President. An alumna of the University of Wisconsin-Madison, Lynn graduated with distinction in 1989 with two planning-based degrees. Lynn earned her Certified Wealth Strategist designation in 2008. She earned Accredited Investment Fiduciary designation in 2017.
She designed the Keystone T.R.I.P.P. process to help our clients reach their most desired planned destination.
Lynn is happy married to Scott with three wonderful children. She enjoys spending time with her family, gardening, and reading.
SCOTT M. BERRY
Scott co-founded Keystone Financial Group in 1992 and currently serves as the Vice President of Operations. Scott has become the backbone of operations for KeyStone Financial Group, Inc helping it become one of the most trusted independent Fox Valley Wealth Management and Investment Firms.
Scott is happily married to Lynn with three wonderful children. He enjoys spending time with his family, bird dog hunting, and reading. Scott founded Uplandpursuit.com 10 years ago. Scott has a passion for guiding bird hunters in the grouse capital of the world and dog handling.
DANIEL LEMENS, CWS
Dan joined Keystone Financial Group in 2000. An alumnus of the University of Wisconsin-Green Bay, Dan graduated with a major in Business Management and minor in Economics. Dan earned his Certified Wealth Strategist designation in 2008. He specializes in individual, family, and business retirement planning needs. Dan is committed to providing exceptional client service and helping clients set and reach financial goals and life planning needs.
Dan is happily married with two daughters and one son. Dan has spent over 15 years as a high school girls basketball coach in Green Bay. He enjoys spending time with his family and golfing.
Callee graduated in 2020 with an Associates of Arts & Sciences from University of Wisconsin Oshkosh at the top of her class. She serves as the Executive Assistant of KFG and is committed to providing excellence to our clients. Callee enjoys being with family, traveling, and spending time with her dog.