Josh Nelson

Mr. Joshua P.
Nelson is a Founder & Chief Executive Officer at Keystone Financial Services LLC.
He is also the founder of the firm and is responsible for the overall direction and growth of the firm.
Prior to Keystone, Mr. Nelson was a Financial Advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies.
He continues to work with employees and retirees of technology companies.
He received his undergraduate degree from the University of Northern Iowa.
Mr. Nelson is a Certified Financial Planner professional and has earned his Master’s degree in personal financial planning.