(435) 713-4220 info@keystone-wealth.com

About Keystone Wealth Advisors

Specializing in truly diversified investment strategies

About Us

We are a team of Investment Experts

Keystone Wealth Advisors, LLC  is a registered investment advisor firm (registration does not imply that the SEC or another agency has sponsored, recommended or approved us based upon registration) based in Logan, Utah that specializes in truly diversified investment strategies. We are an asset management firm that had its roots in traditional wealth management so we relate well with clients and their desires in designing portfolios, particularly those who embrace the benefits of tactical asset allocation or non correlated asset allocation.

We hope to be a great resource to the clients we work with to not only manage their portfolio in a very unique and effective way, but to also use our experience in the industry to help select and blend complimenting strategies for an optimal client experience.

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Meet Our Team

Have questions? Feel free to contact us!

Tyler Vanderbeek, CFP®, CMT®

Tyler Vanderbeek, CFP®, CMT®

Portfolio Manager

Chief Compliance Officer

Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working full time, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial Planner®. This has allowed Tyler to pursue his career in helping people with greater expertise.

Tyler’s investing career began by finding mentors to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options. He completed the requirements to become a Chartered Market Technician® in 2016. Completing the CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The CMT program also taught how to develop a repeatable process for making decisions about important issues such as investment mix and asset allocation, or balancing risk against performance.

Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys cycling, snow skiing, mountain biking, photography, hiking, camping, and movie nights. He has served in many volunteer positions in the community and church throughout his life giving back to this wonderful community he grew up in.

Jim Vanderbeek, ChFEBC

Jim Vanderbeek, ChFEBC

Investment Advisor

For more than 30 years Jim has helped hundreds of people develop a roadmap to implement ideas and strategies to reach their individual aspirations and goals.

He has founded & owned businesses and has been a speaker at civic and public gatherings regarding financial services.

As an Investment Advisor Representative of Keystone Wealth Advisors, LLC, a Registered Investment Advisor, Jim works in a fiduciary capacity to serve his clients best interest.  He also established a joint venture with a credit union offering their members insurance and investment services. His education and association with Snow Federal Seminars, Inc. has resulted in earning their ChFEBC designation, a chartered Federal Employee Benefits Consultant.

Shortly before graduating from Utah State University he married his wife Sharla. With 5 children and lots of grandchildren, Jim enjoys family time, traveling and outdoor activities. He has served as a city council member, been a leader in Lions Clubs International, served in Boy Scouts of America and been actively involved in youth sports programs.

Gordon Nelson, CPA, CFP®

Gordon Nelson, CPA, CFP®

Portfolio Manager

Gordon received a Master’s Degree in Accounting from Utah State University and worked for several years in public accounting with a focus on tax, financial planning, and investments.

He is both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP). Gordon also worked as a financial advisor with Merrill Lynch for several years before leaving and founding Keystone Wealth Management.

He has extensive experience in researching and building investment strategies and is dedicated to helping advisors build good investment solutions for their clients. He is a member of the AICPA, UACPA, and the Estate Planning Council of Northern Utah. He is a past board member of the Cache County American Red Cross, American West Heritage Center, Utah Festival Opera, and Cache Chamber of Commerce.

He has always been active in his church and service with the Boy Scouts of America. Gordon lives in Smithfield, Utah and is married with five daughters. Besides his profession, family, and church, he is also very passionate about fly fishing for trout, steelhead, and salmon and hunting big game.

Jason Nelson, AAMS

Jason Nelson, AAMS

Investment Advisor

Jason Nelson grew up in Mantua, Utah, and has lived in Box Elder County, Utah most of his life.  The only exception being two years serving as a religious missionary abroad for his church.  Jason earned his bachelor’s degree in Accounting from Utah State University and took an opportunity with a national brokerage firm to open an office in Tremonton, Utah after graduation.  The focus of Jason’s career has always been the true long-term serious investor—helping people strive toward their various goals including saving for a house or college and enjoying a comfortable retirement.  This client emphasis eventually led Jason to become an independent advisor which allows Jason to provide a more comprehensive approach to investment planning in an unbiased setting.

Jason and his wife, Lindsey, have seven beautiful children.  They enjoy spending time together in various activities such as camping, riding bikes, hunting, fishing and playing a variety of sports.  His kids have many individual interests including gymnastics, art, wrestling and dance, and everyone plays soccer.  The most important element of their family life is spending their time together.

595 South Riverwoods Pkwy

Suite 170 Logan, UT 84321

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DISCLAIMER

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site or any other statement or statements regarding market or financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any error or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB SITE. ADV 2A