How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Alex Zwolak, CFP®, AAMS®
Financial Planner
(727) 235-6131
As a financial advisor and co-founder at Keystone Financial Group, Alex builds comprehensive financial plans to address client’s retirement and income needs. He listens more than he speaks to gain a deeper understanding of each...
Megan Wilson
Tax Specialist
(727) 235-6131
Megan is our tax specialist at Keystone Financial Group. She has been preparing and filing our clients tax returns since 2014. She is an integral part of the group and we are thrilled to have her. When she is not at the office...