California Insurance License: #OB52769
Daniel D. (“Danny”) Nelson is the Managing Principal of Nelson Financial Services. He began working in the financial services industry in 1986. Danny formed Nelson Financial Group with the intent to focus on the employee benefits market. For more than 30 years, Danny has acquired extensive knowledge and experience in the financial services arena. He also formed Nelson Financial Services and Nelson Sports Division to provide financial guidance for all individuals. Today, his primary focus is overseeing new business development and financial operations for the entire organization.
California Insurance License: #0C83326
Dan has been working in the financial services and advisory business since 1992. He focuses on the areas of fee-based wealth management and estate planning strategies for clients across the country. He strives to deliver confidence and a sense of clarity regarding his clients planning. Dan is an avid reader and tries to stay current with the ever-changing financial services industry.
Dan earned a Bachelor of Arts from Bethel University in Minnesota. Above all else, Dan enjoys spending time with his family, including his wife, Gretchen, five sons, two daughters, and many grandchildren. Dan is a member of Kingdom Advisors (a national coalition of Christian advisors). He enjoys being the coach of his client’s finances and helping clients with complex financial issues. Many times that involves his relationships with outside professionals, such as attorneys, CPA’s, and real estate professionals.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income.
The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
California Insurance License: #OH81827
Paul leverages close to three decades of financial knowledge and experience. Paul believes in building a long-term client/advisor relationship, providing the time-honored theme of service and attention to detail. Holding the core belief that diversification still remains the single best method of risk management, Paul offers unbiased, knowledgeable advice unique to each client’s situation. Paul is a contributory financial professional on CBS, KPNX, Channel 12. He has been featured in Greater Phoenix in Business, as well as Dollars and Sense magazines.
Originally from New York, Paul earned his Bachelor of Science from Arizona State University and has finished advanced asset allocation classes at Harvard University. He has called Phoenix home for 35 years and shares his life with his wife Liz and their three kids, Justin, Wes, and Payton. He enjoys sports, outdoor activities, and the History channel. In addition, he is an active supporter of Alzheimer’s awareness and research.
California Insurance License: #0G77642
Rory works with clients in the areas of personal life insurance, estate conservation strategies, and long term care. He joined the organization in 2009 after a brief career in the information technology field, and before long he had earned AXA Advisors Agent Rookie of the Year honors and Annuity Champion status for his efforts. He attributes this success to his care and concerns for clients, investing the time needed to understand their specific objectives and presenting them with appropriate strategies.
Rory grew up in Ohio and moved to Arizona in 1991. He received a Bachelor of Science in agricultural business from Arizona State University. He and his wife, Kaprice, are parents to identical twin boys, Henry and Charlie. Rory enjoys traveling, fishing, skiing, auto racing, and spending simple days at home. He and Kaprice are actively involved at Pinnacle Presbyterian Church in North Scottsdale, Arizona.
Rory is an honorary commander of the Luke Air Force Base 56th Fighter Wing. In addition, he is a member of the Fighter Country Partnership, as well as the Phoenix Children’s Hospital Foundation Planned Giving Committee.
Grant joined the Nelson Financial Services team in 2015. He graduated with a Bachelor of Arts from Grand Canyon University in Phoenix with a degree in digital design. His focus remains primarily in helping individuals and families achieve their financial planning, wealth management and retirement objectives. Grant takes a dedicated team approach to the financial planning process and strives to help guide clients through the ever-changing financial markets. Grant holds a life and accident/health producer license in the State of Arizona as well as series 7 and 66 securities registrations.
Grant and his wife, Hannah, reside in Phoenix, Arizona with their son, Ethan. In his free time, Grant enjoys playing sports, being active outdoors, and reading up on the latest sports cars.
CFP® – Certified Financial Planner Practitioner, awarded through the Certified Financial Planner Board of Standards, Inc.
CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Born and raised in Montana, Jason moved to Arizona in 2014 to partner with Nelson Financial Services after 2 years with Farm Bureau Insurance in his hometown of Kalispell, Montana. Jason is in his third year focusing primarily in life insurance and wealth management and is dedicated to a client first approach. "Without understanding the client's specific long term goals and needs, it is impossible to implement the proper strategies that are necessary to ensure long term financial security and satisfaction."
Jason graduated from Montana State University in Billings, earning a BA and graduating at the top of his class with Cum Laude honors. He enjoys golfing, traveling and spending time with his family back in Montana in his spare time.
David D. Ping is a Financial Professional with Nelson Financial Services. He is married to his wife Maura and they have 4 kids that he enjoys spending time with. David began working in the financial services industry in 2008. His primary focuses are on financial planning and estate planning strategies for his clients. David is also a Partner with Nelson Financial Group where he helps businesses with employee benefits and executive carve-out plans. David enjoys the relationship aspect of working with clients, all while creating the best strategies for complex and challenging financial plans.
Shelby joined the financial services industry in 2012. Her primary focus is building long-term relationships with individuals and business owners in providing strategic, comprehensive financial planning. By working with her clients through life changes, she helps them through complex financial challenges from risk management, portfolio efficiencies, tax implications, and evaluating distribution plans for those nearing retirement. She is passionate about providing sound financial guidance that can allow her clients to see their visions come to fruition through efficient and effective planning for their future.
Shelby was born and raised in Omaha, NE, where she currently resides. She received her Bachelor of Science degree in Business Management from the University of Nebraska at Omaha. In her free time, Shelby enjoys relaxing either on the golf course or doing yoga. She also spends time volunteering in her community as a member of the Junior League of Omaha.
Erik began his career in financial services in 2004 but has joined Nelson Financial Services as a way to work with elite advisors. This relationship provides his clients with objective advice, personal service, a team approach and strong experience and fundamentals in investment strategies and risk management.
For his personal clients, Erik’s primary focus is oversight of the assets he has placed under management. Through portfolio construction and analysis, Erik carefully positions clients assets to match their individual needs and objectives. Erik also focuses on working within the self-employed community. In particular, Erik provides financial service advice and benefit resources to real estate brokers and agents across 5 states.
Erik, his wife, Ashley, and 3 children reside in Elkhorn, Nebraska. In his free time, Erik enjoys coaching basketball, softball and following Husker football.
Craig recently joined Nelson Financial Services as a way to work with elite advisors. This relationship provides his clients with objective advice, personal service, and a team approach to investment strategies and risk management.
Craig has worked in the financial services industry for almost ten years and uses this experience to really focus on development of his clients’ risk management portfolios. He also understands his client’s need for objective information when making financial decisions. “While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place.”
Craig and his wife Jennifer reside in Omaha, Nebraska. They have two children, Joshua and Jillian. In his free time, Craig enjoys golf and cheering on his favorite sports teams.
Amy Mulholland provides administrative support services only.