Our Team

Nancy Laug-Sholin CLU, CHFC

Founding Principle

nancy@keystonefinancial.us

Travis Sholin PhD, CFP®

CEO

travis@keystonefinancial.us

Justin Sholin CFP®

COO

justin@keystonefinancial.us

Hope Dogbevia MBA, CFP®

Head Accountant

hope@keystonefinancial.us

Lana Trofholz

Senior Wealth Advisor / Accountant

Marcus Wagstaff

Family Wealth Advisor

Deleth Weaver

Bookkeeper / Accounting Associate

Ashley Chowdhury

Bookkeeper / Accounting Associate

Brianna Ferraro

Client Services Specialist

brianna@keystonefinancial.us