Our Team | Keystone Financial Planning
Peter founded Keystone Financial Planning at Commonwealth in 2023, but spent the past 15 years affiliated with Raymond James. Peter earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011, and his passion for financial planning has been invaluable while working with clients through all types of markets during his time in the financial service industry.
Peter appreciates the opportunity to help his clients establish the foundation for their financial plan, and he’s been fortunate to share in the experiences of fulfilling their goals. Peter has seen first-hand the benefits of having a solid financial plan in place to help navigate the up, and down markets. The most rewarding part of this career is seeing clients achieve the goals they’ve worked towards over the years, whether it’s providing gifts to their kids, helping pay for a grandchild’s education, or making a major donation to a beloved charity. It’s rewarding to simplify complex financial planning strategies, so our clients can have a level of comfort with their financial plans even during turbulent markets.
Peter previously served on the Board of Directors for Bon Secours, which is a senior care facility in St. Petersburg and has been involved with Preserve The ‘Burg and the St. Anthony’s Hospital Foundation. Peter enjoys playing tennis at St. Petersburg Country Club and the Racquet Club of St. Petersburg and spending time with his family. Peter and Sara have two beautiful children, Will (7) and Amelia (5) that keep their hands and schedules filled. The time has flown by and it’s incredible to see their development over the years. Peter has encouraged the kids to root for his alma mater, the University of Florida, and he looks forward to bringing them to games in the future.
Client Relationship Manager
Krystal and Peter started working together in 2017 after Krystal moved with her family from Fort Worth, TX. She received her bachelor’s degree from New Mexico State University and majored in Anthropology. While pursuing her MBA from Strayer University, she started her career in the financial service industry at Fidelity.
Krystal has focused on providing the highest level of service to our clients and their families. She’s the foundation for Keystone Financial Planning’s administrative support and values: attention to detail, responsiveness, and a proactive approach to daily tasks. She also assists our team with a variety of operational tasks.
Krystal grew up internationally; she’s lived in Kenya, Malawi, Dubai, Kuwait, England, and the US. Through her experiences, she developed an appreciation of different cultures and a love for travel. Krystal lives in Tampa with her husband Ken and two children, Antonio (15) and Isabella (13). In her free time, she enjoys spending time with her family and relaxing in their pool. As a family, they enjoy playing board games, pickleball, kayaking (especially in Weeki Wachee), and visiting the beaches.