About Us 2017-07-24T16:46:43+00:00

About Us

What do you want
to achieve?

Let’s plan to get you there

Life moves fast, and it’s easy to put off planning for the very things that are most important to your future.

Nexus Advisors can help you define what you want most for you, your family, even your business, and create financial strategies to help you get there.

We begin each client relationship with a good conversation about what you really want out of life.

What are your hopes and dreams? Then we look at your current financial situation, and talk about what strategies we could put in place to help you get to your goals. We want you to fully understand your choices, and be very comfortable with any plan we put in place.

Your needs will likely change over time, and we anticipate that.

We use our “Life Cycle Approach” which helps keep your plans fluid. As your life evolves, we adjust your plan, strategies, or asset allocations, to help keep you on track.

Our Team

Holly Carroccio
Holly CarroccioCFP®, Managing Member
Financial Advisor
Ryan Hill
Ryan HillManaging Member
Financial Advisor
Judy Sherman
Judy ShermanCFBS
Financial Advisor
Sharon Bardfield-Phillips
Sharon Bardfield-Phillips
Practice Manager
Elaine Roumillat
Elaine Roumillat
Paraplanner & Intern
Gabrielle Tarantino
Gabrielle Tarantino
New Business & Client Service Specialist
Denise Rodgers
Denise Rodgers
Client Service Specialist, Grapevine

The best time to plan for an amazing future is now.

The team at Nexus Advisors is dedicated to help you make informed, confident decisions towards achieving a life truly fulfilled.

$0
Assets Under Management (as of 7/2017)
0
Combined years of experience
Contact Us Today