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Meet the Team of Professionals
Jesse Becker, CPA, MSA
President and Financial Advisor
Jesse, a CPA and MSA graduate from Grand Valley State University, is a seasoned financial advisor at Keystone Financial, experienced in tax planning strategies. His expertise stems from years spent at a few public accounting firms in Michigan, where he honed his skills in helping guide clients through complex financial matters.
Raised in Eau Claire within a bustling household, Jesse cherishes the values of strong familial connections and resilience. These values resonate in his approach to financial advising, where he emphasizes personalized strategies that align with each client’s aspirations.
At Keystone Financial, Jesse crafts tailored tax and financial strategies, leveraging his deep understanding of tax and financial principles to help empower clients in pursuing their financial goals. Beyond his professional commitments, Jesse and his wife, Hannah, find joy in outdoor activities.
Their engagement extends to their community at The Bridge Church in Eau Claire. Jesse’s commitment to providing personalized financial guidance and his dedication to community values make him a trusted advisor in the Chippewa Valley’s financial landscape.
Tax planning services are offered through the tax firm Keystone Tax LLC. Keystone Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer tax planning services. The tax planning services offered by Keystone Tax LLC are not subject to investment Advisor requirements. Tax planning services referenced are an outside business activity not offered through or supervised by AEWM. Keystone Financial, AEWM, and Keystone Tax LLC are all separate and not affiliated entities.
Pat Couture
Founder and Financial Advisor
In addition to implementing traditional retirement planning strategies that include insurance vehicles and securities, Pat advocates for a more holistic planning approach that focuses on the person rather than the products. KeyStone Financial refers to this as a Keystone Retirement Roadmap.
As an Investment Adviser Representative, Pat believes in having a stress-free planning process that helps prepare clients to work toward their retirement goals. He also recognizes that establishing trust with his clients is foundational to strong relationships and effective planning, and he takes that responsibility seriously.
Outside the office, Pat can be found spending time with his wife, Mayra; camping; working; on his church’s board; entertaining friends and family; and doing projects around the yard. Pat and his wife also are active in their nonprofit organization, Open Heavens Guatemala.
Any and all other services related to Open Heavens Guatemala are an outside business activity and are not offered through or supervised by The Keystone Group, LLC.
Insurance products are offered through the insurance business Keystone Financial. Advisory services offered through The Keystone Group, LLC, a Investment Adviser.
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