Keystone Financial Resources

Our office will be closed Monday, Sept 7th, for Labor Day!

We are proud to be sponsoring Mothers' Milk Bank Southeast this year 💜 if you’d like to join us in supporting such a beautiful cause, please visit the website listed above, or click the link in our bio! We hope to see some familiar faces at the 5k!

Join us for an educational event on August 18th at the Brentwood Library. To RSVP, please call (615)-661-9554.

Join us for an educational event on August 13th at the Franklin Library. To RSVP, please call (615)-661-9554.

A long overdue announcement of our June employee of the month, Mr. Thom! ⭐️ He is always eager to help wherever he can and somehow always knows the answer. We are so thankful for you!!!

It is with deep sadness that we share the passing of our New Business Director, Mary Jane Risch. Mary Jane was an extraordinary part of our team whose kindness, joy, heart, and dedication touched not only those of us who worked alongside her but also the many clients she had the privilege of serving. She built meaningful relationships and was committed to providing exceptional care and support to everyone she encountered.

While we grieve this tremendous loss, we will be closing Keystone Financial Resources on Friday, July 31st in honor of Mary Jane.

Please keep Mary Jane’s family husband Jeff, daughter Ally and two sons Reid, and Carter in your thoughts and prayers.

With Gentle Hearts,

Your Keystone Financial Resources Team

RMR reminder!

Join us for an educational seminar on July 14th at the Brentwood Library! To RSVP, call or text Jessica @ 615-661-9554.

CIO Notes as of 7/2/26 by Mark DiOrio, CFA

Happy fourth everyone!!!!