Our Group

Having five members in our group enables each of us to focus on what we do best.  The combined effect is designed to benefit our clients in every aspect of the relationship.  As markets move, our core principles endure. 

We see service as the foundation in any successful client relationship.  Our clients’ interests are our top priority.  It’s a core reason why many of our client relationships have spanned decades.  Regardless of market conditions, we are dedicated to delivering a high level of communication with clients and committed to returning all messages and calls the same day they are received with no exceptions. 
John W. Nelson

John W. Nelson

Branch Manager
Senior Vice President/Investments
[email protected] 

Gregory J. Nelson, CFP®

Vice President/Investments
[email protected]

Debbie Sobrero

Senior Registered Client Service Associate
[email protected] 

Pam Salsbury

Client Service Associate
[email protected] 

Haylee Sobrero

Client Service Associate
[email protected]