Nichols Wealth Management LLCPresident
Aug. 2012 - Apr. 2019Rockwall, TexasGrew an entrepreneurial Independent Financial Advisory Practice by 3,000,000% within 12 months of moving to a new town, where I knew no one, with no paid advertising. Using a relationship marketing strategy that I created, I grew the business from startup and sold my financial practice in April 2019 to a regional bank. Conducted financial planning, retirement planning, estate planning, risk and asset management for individuals, businesses and municipalities. Managed $13 million portfolio of stocks, bonds, mutual funds, ETF's (exchange-traded funds), REIT's (Real Estate Investment Trusts), IRA's, 401k and 457b retirement plans.