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:
We also can answer your questions, including:
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.
Brett has worked in the financial industry with Nelson Wealth Advisors for over 5 years. He is Ken's oldest son and is responsible for the marketing efforts of Nelson Wealth Advisors. His duties include newsletter distribution, seminar...
President, Financial Advisor
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...
Branch Operations Manager
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....