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.

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

Testimonials

They are spectacular. I truly can't tell you how helpful and patient they are with their clients. I recommend them even when someone already has another planner!
Shelly Watts

I have been working with Joel Garris for almost 12 years. I was introduced to Joel in my early twenties during a very difficult time in my life, after the loss of a parent. He developed a financial plan... Read More
Amanda Zsigmond

I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K. When I had questions about... Read More
Dawn Bishop

We have used Nelson Financial Planning for several years. We are extremely pleased with the company. They are true financial planners and will take the time to understand... Read More
Lynn Foraker

Twelve years ago as my wife and I were nearing retirement, we became clients of Nelson Financial Planning. Throughout this time, Joel Garris, NFP's CEO, has helped us with a broad range... Read More
Carl Marco

Before moving to Florida, we had dealings with a variety of financial advisers—all were terrible. Nelson was referred to us by a friend and we decided to try working with them... Read More
Bart Neuman

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.

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