Keystone Private Wealth

Brandon Rosi is a financial advisor at Keystone Private Wealth with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Keystone, he worked at Desert Oasis for four years and has owned and operated Rosi Physiotherapy since 2017, where he is involved in physical therapy, performance training, and medical consultation. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million with a team of 13 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors with customized portfolios that may include mutual funds, ETFs, individual equities, fixed income, and alternative investments, applying both long-term and tactical strategies as appropriate.

Shattuck Lamm is a financial advisor with Keystone Private Wealth in Panama City Beach, FL, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley, Merrill, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in a software venture providing solutions for homeowners associations and owns an exotic car rental business. Keystone Private Wealth is a team of twelve advisors managing approximately $861 million, serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers comprehensive investment management, financial planning, and retirement-plan consulting, employing a customized, generally long-term approach that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments where appropriate.

Robert Valenzuela is a financial advisor at Keystone Private Wealth in Palm Desert, CA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Edward Jones, and other firms. Valenzuela is also involved in insurance advisory roles. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million with a team of 12 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors, offering customized investment management, financial planning, and retirement-plan consulting. Keystone’s investment approach includes mutual funds, ETFs, individual equities, fixed income, and occasionally alternative investments, employing both long-term and tactical strategies tailored to client needs.

Christopher Rick is a CFP® professional with 16 years of experience in the financial industry, currently serving as Executive Vice President and Senior Financial Advisor at Keystone Private Wealth. His career includes roles at firms such as Morgan Stanley, Fidelity Investments, Cypress Wealth Services, and Purshe Kaplan Sterling Investments. Outside of traditional advisory duties, Rick is involved with HOA Invest, a platform providing software solutions for homeowners associations in California related to investment compliance. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized portfolios and combines comprehensive investment management with financial planning and retirement-plan consulting, utilizing a variety of securities and strategies including the use of derivatives and borrowing for hedging and financing when appropriate.

Mark Thatcher is a financial advisor with Keystone Private Wealth in Palm Desert, CA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at firms such as Morgan Stanley, Merrill, and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved with HOA Invest, a software company that provides tools to assist homeowners associations in making investment decisions under new California laws. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million with a team of 12 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors, offering customized portfolios that include mutual funds, ETFs, equities, fixed income, and alternatives. Keystone integrates internal due diligence and employs strategies such as derivatives and borrowing within separately managed accounts, while also providing back-office support and operating an HOA-focused platform.

Timothy Luttmers is a financial advisor with Keystone Private Wealth in Palm Desert, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Householder Group Estate & Retirement Specialists, and LPL Financial LLC. He is also involved with HOAInvest, LLC, an HOA-focused platform affiliated with his firm. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm provides customized investment management, financial planning, and retirement-plan consulting, employing a generally long-term investment approach that may incorporate derivatives and borrowing strategies when appropriate.

Luke Thatcher is a Series 65 licensed advisor at Keystone Private Wealth in Palm Desert, CA, with one year of industry experience. His prior work includes positions at BYU/USU, Vivint, Desert Jet, and the Church of Jesus Christ of Latter Day Saints. Keystone Private Wealth is a registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement-plan sponsors. The firm provides customized investment management and financial planning using a variety of securities and employs both long-term and tactical trading strategies, including the use of derivatives and borrowing in separately managed accounts.

Lisa Beaty is a financial advisor with Keystone Private Wealth in Palm Desert, CA, holding a Series 66 designation and over 20 years of industry experience. Her prior roles include positions at Morgan Stanley and Cypress Wealth Services. Outside of her primary advisory work, she is involved in several financial planning and insurance-related consulting activities. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million for high-net-worth clients including individuals, families, trusts, and businesses. The firm provides customized investment management and financial planning services, using a range of securities and occasionally implementing derivatives and borrowing strategies within separately managed accounts.

John Polovick is a financial advisor with Keystone Private Wealth in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Fidelity, and J.P. Morgan Securities. He is also involved with HOA Invest, a company providing software solutions for homeowners associations related to treasury recommendations. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million, serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized portfolios incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, applying a generally long-term approach while utilizing hedging and financing strategies within separately managed accounts.

Michael Mortenson is a CFP® with 14 years of experience in financial advising, currently serving as an advisor at Keystone Private Wealth. His career includes roles at Purse Kaplan Sterling Investments, Cypress Wealth Services, and World Equity Group. In addition to his advisory work, he is involved with HOA Invest, which provides software solutions for homeowner associations regarding treasury investment recommendations, as well as insurance-related businesses focused on supplemental Medicare coverage and insurance market solutions. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management and financial planning utilizing a variety of asset classes, with a generally long-term approach that may incorporate derivatives and borrowing strategies in separately managed accounts.

Kelli Cox is a financial advisor at Keystone Private Wealth with two years of industry experience. She has worked at Keystone since 2023 and has prior experience with CGC Accountants & Advisors and Godecke Clarke. Cox is also the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, individual equities, fixed income, and alternative investments, with an investment approach that balances long-term strategies and tactical trading to meet client objectives.

Kurt Mortenson is a financial advisor with Keystone Private Wealth who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Cypress Wealth Services, Purshe Kaplan Sterling Investments, Praxis Wealth Management, and World Equity Group. Outside of advisory work, he is a managing partner of a rental real estate business. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm provides customized investment management, financial planning, and retirement plan consulting, utilizing a range of investment types and strategies including derivatives and hedging within separately managed accounts.

Salvatore Bommarito is affiliated with Keystone Private Wealth in Palm Desert, CA. He has over 20 years of experience as an attorney, operating the Law Offices of Salvatore Bommarito since 2003, and joined Keystone Private Wealth in 2026. Keystone Private Wealth is a registered advisory firm managing approximately $861 million with a team of 13 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors, offering customized investment management, financial planning, and retirement-plan consulting.