Our Administrative Team

Carolyn Grzan

Administrative team member Carolyn Grzan at Nelson Financial Planning

Series 7 License, MBA
Calendar Management
Change of Address/Contact Information
Client Event Planning
Client Forms Completion Assistance
Office Policy Implementation

Jaimie Walter

Administrative team member Jaimie Walter at Nelson Financial Planning

Scheduling Assistance
Tax Portal Coordinator
E-Signature Support
Client Event Planning
Community Outreach Contact
Social Media and Marketing

Pilar Kalley

Administrative team member Pilar Kalley at Nelson Financial Planning

Chief Financial Officer
Regulatory Compliance
Quality Control
Talent Acquisition and Development
Company Accounting
Habla Español

Helen Equi

Administrative team member Helen Equi at Nelson Financial Planning

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

Administrative team member Christy Schulte at Nelson Financial Planning

Internal Logistics
Client Historical Record Maintenance
Database Management
Scheduling Support

What Sets Us Apart?

Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.