Nelson specializes in helping Individuals and small businesses / owners map out financial strategies to protect and achieve their most important financial goals. This specialty includes helping small businesses set up effective employee benefit packages utilizing retirement plans, group health benefits, group disability and life insurance plans, and executive benefits packages.
Nelson was a client before he was an advisor. Nelson and his wife Kelsey learned early on in their marriage the value of smart financial planning, which inspired Nelson to pursue a career in financial services, where he can help others do the same.
Nelson was born and raised in the small town of Ajo, AZ. He and his wife Kelsey now live in Snowflake, AZ with their seven children. His number one hobby is his family, but he does try to stay active with his love for horses and all sports including: football, basketball, baseball, softball, golf, etc. He has been very involved with his church and community and loves serving in various ways, going back to his youth when he served a two-year volunteer Spanish speaking mission to Washington DC for his church.
- University of Phoenix, B.S. Accounting
- Life, Health, Disability, Property & Casualty Insurances
- Series 7, 6, and 63.