About Us
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Our Philosophy
Objective driven strategies are about the achievement of goals, and not only about the making of money. This implies a balance of risk with other factors such as tax advantaged thought, time, and the characteristics of products that may be most suitable for you and the application at hand. The goal is to accomplish the objective, while following the path of least resistance.
Keystone Financial Group Overview
Investment advisory and financial planning services of the Keystone Financial Group are provided by David R. Guttery, RFC, RFS, CAM. Other professional services beyond the scope of Keystone Financial Group are available through a resource network of professionals. The resource network is comprised of independent professionals, each having a distinctive competency in their respective fields and firms. David routinely works with these, and other financial professionals with whom his clients may already have an established relationship. When no such relationships exist, clients are encouraged to make inquiries of multiple professionals that might provide a given service. Ultimately, that choice should be made by the client, as a function of competency, trust, and comfort.
David R. Guttery
President/Founder
Keystone Financial Group
As President and Founder of Keystone Financial Group, David’s goal is to design, implement, and monitor the financial road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.
Meredith White
Director of Marketing & Manager of Client Services
Keystone Financial Group
Meredith helps to keep our clients well informed and educated about our current news and processes. She is well versed in the financial industry due to experience from a previous broker-dealer and has an extensive professional background in marketing.
Veronica Hebert
Administrative Assistant
Keystone Financial Group
Veronica recently joined the Keystone team in 2022. Veronica is originally from Louisiana but moved to Alabama in 2006 after Hurricane Katrina. Veronica has an enthusiastic spark for life that was likely sparked by being a pediatric bone cancer survivor. She was diagnosed at age 13 but has been cancer free, since May 2014. Veronica came to us looking for a deeper career opportunity after working in several customer service positions in the Birmingham area. She is eager to learn something new every day and does a fantastic job of assisting our clients with a smile. Veronica is also an active member of her church where she sings as a worship leader and participates in multiple community service activities.
Kelley Daniels
CPA
Stone, Avant, Daniels
stoneavant.com | (205) 870-9898
Kelley is a native of Calhoun County, Alabama and a graduate of Jacksonville State University and the University of Alabama at Birmingham. She has practiced as a CPA for over 30 years assisting small businesses and individuals with accounting and tax needs. Outside the office, Kelley spends her time with her family traveling and supporting her two sons in their sporting events.
Gary McCullough
Loan Officer
Method Mortgage
methodmortgage.com | (205) 705-1650
Gary has over 15 years of mortgage experience and is committed to providing a high level of service throughout the entire mortgage process. He is a lifelong Birmingham, Alabama resident who enjoys the outdoors and spending time with his family.
Bill Stuman
Owner/Agent
Deerfoot Insurance Agency
deerfootins.com | (205) 655-1020
Deerfoot Insurance Agency is an independent agency with the ability to utilize different providers to meet their customer’s unique insurance needs. They have served families, individuals and busi-nesses in central Alabama since 2001. Owner Bill Stuman lives in Springville with his wife, Meleigha and son Grant.
Legal Services
Business and Estate Planning legal service referrals available. Due to regulations of the Alabama Bar Association, we are not permitted to print our resource contact information. If you are in need of legal counsel, names and contact details are available upon request.
Our Process
Gain Understanding
We ask precise questions, so that we may best understand your areas of interest and goals for the future.
Financial Blueprints
We use this information to tailor a financial blueprint, designed to most efficiently bring those goals to fruition.
Product Matching
We will represent to you the financial products through the extensive network of the UNIFI companies.
Ongoing Services
We'll develop our relationship through services such as monitoring, reporting, and administration.
More Info
Keystone Financial Group is here for you when you need us. Please feel free to fill out the form for general inquiries concerning our products, support, or help with purchasing our products. Thank you for your interest in our services!
Hours of Operation: 8am-5pm M-F
Phone: (205) 655-7526
Address:
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Services Disclaimer
For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.