Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. With a combined 49 years of financial services experience, we can help you create an approach that is designed to address your individual situation.
Ken has worked in the financial industry for over 27 years. Before co-founding Nelson Wealth Advisors, he was a Financial Advisor with Wachovia Securities, Morgan Keegan & Company, and Sterne Agee Financial Services. He received his BS...
Lisa has worked in the financial industry for over 24 years. Before co-founding Nelson Wealth Advisors, her previous positions included registered sales assistant, operations manager and financial advisor with Wachovia Securities, A.G....
