Many NEST Capital folks are also working on your behalf behind the scenes. We are proud to provide you with a team that is long on experience, robust in education, and dedicated to being here for you and your loved ones for decades to come!
37
certifications and designations
$5.1B
total assets under management
18
locations around
the United States
Certifications
- AAMS® - Accredited Asset Management Specialist℠
- ABFP® - Accredited Behavioral Finance Professional℠
- ADPA® - Accredited Domestic Partnership Advisor℠ (3)
- APMA® - Accredited Portfolio Management Advisor
- AWMA® - Accredited Wealth Management Advisor℠
- CDFA® - Certified Divorce Financial Analyst®*
- CEPA® - Certified Exit Planning Advisor® (5)
- CFP® - CERTIFIED FINANCIAL PLANNER™ (9)
- ChFC® - Chartered Financial Consultant®
- CIMA® - Certified Investment Management Analyst® (2)
- CMFC® - Chartered Mutual Fund Counselor℠ (2)
- CRPC® - Chartered Retirement Planning Counselor℠ (2)
- RICP® - Retirement Income Certified Professional® (2)
- SE-AWMA℠ - Sports & Entertainment Accredited Wealth Management Advisor℠
- MSFP - Master of Science in Financial Planning
- MBA - Master of Business Administration (4)
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial to provide legal advice, nor is it meant imply that firm associates are acting as experts in this field.
Growth Mindset
We are committed to lifelong learning and continuous improvement, both as individuals and as a team. By staying current with industry developments and evolving planning strategies, we can provide guidance that adapts to changing circumstances and opportunities.
This commitment to growth allows us to help clients make informed decisions and pursue their goals with confidence.
Teamwork
We believe the best outcomes come from collaboration, open communication, and shared accountability. By combining our individual strengths, perspectives, and expertise, we work together to deliver thoughtful solutions and consistent service.
This team-first approach extends to our client relationships, fostering trust, transparency, and meaningful dialogue as we work together to pursue their financial goals.
Enjoyment
We believe meaningful work and genuine enjoyment can go hand in hand. By building lasting relationships, celebrating milestones, and supporting one another through life's challenges and opportunities, we strive to make every interaction positive and purposeful.
For our clients, that means having a trusted team to help navigate financial decisions so they can spend more time focusing on the people, experiences, and goals that matter most.