Keystone Financial Group

Keystone Financial Group focuses on client guidance toward future planning and fostering confidence in their financial decisions. Our collaborative approach entails offering tailored advice for clients' goals.

We value integrity, leadership, and teamwork, which are integral to our operations.

Team photo for Keystone Financial Group

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Advisors

James Forcucci

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Forcucci's website

Brian O'Connell

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brian O'Connell's website


Team

Jacqueline Wagner

Jacqueline Wagner

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • B.S. in Finance, University of Illinois, Champaign, IL
  • APMA, Accredited Portfolio Management Advisor℠
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Mariel Curran

Mariel Curran

Administrative Assistant

Qualifications

  • B.S. in Commerce, Business Administration, DePaul University, Chicago, IL
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Karen Davis

Karen Davis

Practice Manager

Sally Weber

Sally Weber

Client Service Coordinator

Diane Donaldson

Diane Donaldson

Client Service Coordinator