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.

JANESSA PRICE, RICP

Janessa Price graduated in 2006 with a Bachelor of Science in Finance and Emphasis in Entrepreneurship from University of Wisconsin Oshkosh. Janessa earned her RICP designation in 2022 from the American College of Financial Planning. She started an internship at Keystone Financial in January of 2006, obtaining her Securities licensure in 2007. In 2008 Janessa left KeyStone to pursue opportunities in CO and WY. Her national financial experience includes training financial advisors, executing bond, stock, etf and options trading and facilitating effective communications between brokerage clients, financial advisors, broker dealers, clearing firms, and the IRS. Janessa has returned as an integral member of your KFG team in the role of Wealth Manager. She believes that our clients are the firms greatest asset. It is her number one priority when providing the Keystone Client Experience and optimizing our T.R.I.P.P. process.

Janessa is a single mother of two wonderful children. She enjoys spending time with her family, participating in local community events, 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.

JULIE GNEISER, CWS

Julie joined Keystone Financial Group in 2003. After graduating from University of Wisconsin Stout with two bachelors in 1975, she co-founded Gneiser Construction, Inc. While running a growing construction company and raising their 4 children, Julie became compelled to build awareness to the need for quality child care. She raised capital and built the first group day care center in Wisconsin. After 15 years of setting up centers across communities and serving on county and state advisory boards, she earned a Certified Wealth Strategist designation. Utilizing her business experience, financial planning skills, and proactive decision making; she has built a solid financial practice, dedicated to helping her clients achieve success in every aspect of their lives. She is especially passionate about empowering women to set and achieve goals.

Julie enjoys spending time with her 4 children and 2 grandchildren. She enjoys reading, writing and traveling.

Callee Engelmann

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.

Contact Us:

920.969.0717

Service@kfgwi.com

145 N Commercial St. Neenah, WI 54956

Disclosure

Copyright © Keystone Financial Group, Inc. All rights reserved. Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA/SIPC

Keystone Financial Group, Inc’s Representatives hold securites licenses in the following states: AK, AZ, CA, DC, FL, GA, IL, MI, MN, NC, NJ, NM, NY, TN, TX, VA and WI

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