Keystone Financial Edge, Inc

Our People

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Allow us to introduce ourselves.

Mark R Miller, CLU, ChFC, CFP®
Certified Financial PlannerTM
President and CEO

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Mark will help you to establish your goals and priorities and gather information about what you are currently doing to achieve your goals.  This profile will allow him to analyze your situation to identify strengths and areas of improvement in your current plan.  Through this process, you may discover whether what you are currently doing will likely result in the acheivement of your financial goals.  Mark will prepare recommendations to present for your consideration regarding changes and adjustments to your plan that may increase the possibility of reaching your objectives.  He can assist you in implementing the strategy you feel is best for you.  Lastly, he will provide periodic reviews to monitor your progress toward your goals.
Of course, Mark is available for questions or concerns you may have in the interim.

Jessica Davis
Administrative Assistant


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Jessica is our responsive operations manager, tackling service-oriented issues for our clients, such as address and bank changes, and handles them with a smile.

In addition, she provides valuable insight and assistance to Kristie, our VP of Marketing.

Lastly, Jessica makes sure all applications are submitted properly and follows up to ensure they are processed accurately and in a timely fashion.  She organizes the files and along with Mark, keeps detailed notes regarding client activity.  She assists Mark in researching the markets for products and services that fit our clients’ needs.  She makes sure the office is running efficiently.

Kristie S Miller
VP of Marketing
 

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Kristie assists in coordinating and reviewing our client mailings to make sure you are getting updated information about our products and services as well as useful information about the world of finance.  She also helps KFE come up with better products and services to offer you, our client.

 
To check the background of this or any investment professional or firm, click on the link below:
http://brokercheck.finra.org

Keystone Financial Edge, Inc

PO Box 95895 (2838 W 9760 S), South Jordan, UT  84095-0895

Phone: (801) 446-2520  t  Toll free: (800) 890-9842  t  Fax: (801) 446-2521

Securities and Investment Advisory Services Offered through H. Beck, Inc., Member FINRA (www.finra.org), SIPC (www.sipc.org)

H. Beck, Inc. and Keystone Financial Edge, Inc are unaffiliated entities.