Our Group

Working with Us

Meet Our Team

Scott Nelson

Senior Vice President - Branch Manager

Frank Wheat

First Vice President - Investments

Erik Nelson

Vice President - Investment Officer

David Nelson

Financial Advisor
Fundamental Choice Portfolio Manager

Nicole Martinenko

Administrative Assistant
Assistant Vice President

Frank Rockwell

Registered Client Associate

Nadiyah Massoud

Client Associate

Why Invest With Us

Why Invest With Us

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