John Schaefer

John is a financial advisor for Keystone Financial Group, a firm focused on wealth preservation, growth, and retirement planning.  With over two decades in the investment planning industry, John has developed a vast knowledge base, strong integrity, and a loyal group of clients.  He specializes in both individual wealth planning and small businesses to identify and manage their goals.

Recognizing that each client has individual needs, John dedicates himself to understanding and appreciating each client’s situation before making recommendations.  He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies to pursue these goals.  As a fiduciary, in advisory relationships, the recommendations will put the best interest of the client first.

John received his bachelor’s degree in business administration with an emphasis on finance from the University of Kentucky.   In his spare time John enjoys spending time with his wife and two daughters.  Whether it is flyfishing in the inlets of Florida or golfing with friends, John enjoys being outdoors outside of his time in the office.

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