Our Client Service Team
Patty Theis
Patty joined Nelson Financial Planning in July of 2022. She has over 20 years of experience in the Banking industry and previous administrative experience with accounting, taxes, and personal insurance. She has received an Associate’s Degree from Valencia Community College and attended the University of Central Florida.
As our Relationship Coordinator with an emphasis on tax administration, Patty assists with taxes and investments in providing quality customer service.
Originally from Ohio, Patty left the cold weather to enjoy the sunshine and blue skies of Florida. She enjoys walking, biking, gardening, and spending time with her family and friends.
Zoie Young
Zoie joined Nelson Financial Planning as an intern in February of 2024 and transitioned to a full-time associate in October later that year. She obtained an associate degree from Valencia Community College and is currently attending Florida Atlantic University in pursuit of a Bachelor of Business Administration in Finance.
In her role as Relationship Coordinator, Zoie supports clients by assisting with account maintenance and addressing general inquiries. With a focus on service and attention to detail, Zoie helps foster long-term relationships and contributes meaningfully to the overall client experience.
Outside of work and school, Zoie enjoys spending time with family and friends, being a proud cat mom, and unwinding with puzzles and crosswords. She also loves taking outdoor walks - especially when they include feeding the ducks at her local pond.
Nick Morabito, MBA
Nick, originally from Rochester, NY, joined Nelson Financial Planning in October 2024. He holds both a BBA in Finance (2023) and an MBA (2024) from St. Bonaventure University, where he developed a strong foundation in financial strategy and client service.
As a Relationship Coordinator, Nick plays a key role in supporting the firm’s investment and planning services. He is committed to delivering thoughtful, personalized guidance that helps clients navigate their financial goals with confidence.
Outside the office, Nick enjoys watching sports, relaxing at the beach, staying active, and spending quality time with family and friends.
Carolyn Grzan, MBA
- Series 7 License
- Calendar Management
- Change of Address / Contact Information
- Client Event Planning
- Client Forms Completion Assistance
- Office Policy Implementation
Jaimie Walter
- Scheduling Assistance
- Tax Portal Coordinator
- E-Signature Support
- Client Event Planning
- Community Outreach Contact
- Social Media and Marketing
Pilar Kalley
- Chief Financial Officer
- Regulatory Compliance
- Quality Control
- Talent Acquisition and Development
- Company Accounting
- Habla Español
Helen Equi
- Business Intelligence
- Project Management
- Research and Compiling Information
- Database Quality Control
- Meeting Follow-Up Assurance
- Collaborate with management to complete necessary projects; work independently on prior delegated tasks
- Maintain and re-stock office supplies as needed
Christy Schulte
- Internal Logistics
- Client Historical Record Maintenance
- Database Management
- Scheduling Support
