Out 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 of Florida.​

​As 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. 

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Carolyn Grzan

• Series 7 License, MBA​
• 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