Chris Nickel
Client Service Specialist
Chris works very closely with Randy to analyze portfolios and prepare comprehensive financial plans for clients and prospective clients. He also assists in preparing account paperwork, inputting portfolio trade orders and monitoring client financial transactions. Chris also helps keep all of the office technology current, secure and operational.
Lizzy Nickel
Client Service Specialist
Lizzy is likely the first person you encounter when calling the office or coming in for an appointment. Not only does she answer the phones, but she also manages the firm’s appointment calendar, prepares new account paperwork, keeps client files organized and generates client summary statements.
Yes, they are married to each other and they love their fur babies, Loki and Mocha.
