We serve families and business owners through a structured team approach that combines strategic leadership, proactive planning, and responsive execution.
Joseph Wheeler, CPFA ®
Founder, Senior Wealth Advisor
With 25 years in the financial services industry, Joe Wheeler founded Keystone Private Wealth to provide disciplined, relationship-driven advice in a rapidly evolving environment. He serves families and business owners throughout Central Florida, integrating long-term capital strategy, tax awareness, and steady leadership during market volatility.
In an era of increasing automation, Joe believes trusted partnership and sound judgment remain the foundation of durable wealth.
Designations: Series 7 and 66 through IFP Securities. Certified Plan Fiduciary Advisor (CPFA).
Amber Bletscher, CFPA ®
Wealth Advisor
Amber has served clients in the financial and insurance services industry since 2015, bringing a relationship-centered approach to long-term planning. She works with families and business owners in Kansas and beyond to integrate investment strategy with thoughtful insurance planning, helping build durable financial structures aligned with long-term goals.
Amber holds the Series 7 and Series 66 licenses through IFP Securities and is currently pursuing some advanced certifications. She serves clients locally in Kansas in coordination with the Keystone Private Wealth team.
Outside of work, Amber enjoys time with her family and serving her local community.
Debbie Williamson
Director of Client Service
Debbie serves as Director of Client Service and oversees the firm’s operational precision and client experience. Known for her responsiveness and problem-solving ability, she ensures that client needs are handled efficiently and thoroughly from start to finish.
She works closely with the advisory team to anticipate issues, streamline processes, and deliver a high standard of service that reflects the firm’s commitment to disciplined execution and trusted partnership.
McKenzie Jones
Financial Planning Associate
McKenzie began her career with Keystone Private Wealth as an intern and now serves as a Financial Planning Associate. She supports the advisory team in the financial planning process, assisting with analysis, client communication, and relationship management.
Currently pursuing a degree in Finance, McKenzie brings energy and technical precision to her work. She has a strong interest in emerging technologies, including artificial intelligence, and explores how thoughtful innovation can enhance the planning process while preserving the firm’s disciplined, relationship-driven approach.
Kristen Wheeler
Operations & Strategic Projects
Kristen brings a formal background in project management and operational leadership to Keystone Private Wealth. She leads internal operations and oversees strategic initiatives that strengthen the firm’s systems, processes, and client experience.
Her focus is on disciplined execution and thoughtful structure, ensuring the firm’s growth remains aligned with its commitment to clarity, efficiency, and long-term client relationships.
Strategic Partnerships
Fidelity Institutional
Client assets are custodied with Fidelity Institutional, one of the most respected custodial platforms in the industry. Fidelity’s commitment to asset protection, reporting transparency, and operational integrity aligns with our priority of safeguarding client capital while maintaining long-term strategic focus.
Independent Financial Partners
Keystone Private Wealth operates with regulatory oversight through Independent Financial Partners, a broker-dealer and registered investment adviser that empowers independent advisors with institutional-grade support and flexibility. IFP’s platform gives us access to multiple custodial options and technology resources while maintaining objective compliance standards, allowing us to focus on delivering personalized service and strategic guidance to you rather than administrative burden.