His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience.

Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with employees and retirees of technology companies.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his Master’s degree in personal financial planning. The CFP® mark is the gold standard for financial planners and advisors. Josh is also an Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and has earned the Master Planner Advanced Studies designation.

Because of his deep knowledge and experience, Josh is a sought-after source among regional and national media outlets. His insights have been featured at CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate 9News.

Learn More: https://www.keystonefinancial.com/

• Host
• Recent Episodes

Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Hal Stinespring the Spiritual Cowboy & Creator of The Path of the Grateful Warrior - May 30, 2025
• The Inspired Impact Podcast with Judy Carlson-Interview with Betty Heid, Executive Producer, “Great Colorado Women” Film Series - May 27, 2025
• Interview with Coach Chuck Barnard, The Champion’s Mindset Mentor - May 27, 2025