Gordon NelsonPortfolio Manager

Gordon Nelson, CPA, CFP®

Portfolio Manager

Gordon received a Master’s Degree in Accounting from Utah State University and worked for several years in public accounting with a focus on tax, financial planning, and investments.

He is both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP). Gordon also worked as a financial advisor with Merrill Lynch for several years before leaving and founding Keystone Wealth Management.

He has extensive experience in researching and building investment strategies and is dedicated to helping advisors build good investment solutions for their clients. He is a member of the AICPA, UACPA, and the Estate Planning Council of Northern Utah. He is a past board member of the Cache County American Red Cross, American West Heritage Center, Utah Festival Opera, and Cache Chamber of Commerce.

He has always been active in his church and service with the Boy Scouts of America. Gordon lives in Smithfield, Utah and is married with five daughters. Besides his profession, family, and church, he is also very passionate about fly fishing for trout, steelhead, and salmon and hunting big game.

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