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Who We Are

Nerd Nation brings deep and diverse financial expertise to the tech sector. Backed by decades of experience and credentials, we take a team-based approach to provide a fully integrated experience from initial planning and coordinating to delegation and follow through. We go the extra mile and beyond the numbers, so you can let go of the day-to-day management of financial planning.

PRIVATE WEALTH ADVISORS

Chris Andrews CFP®, ChFC®, RICP®, WMCP®, CLU®

Private Wealth Advisor

David A Bowman CLU®, ChFC®, CLTC®

Private Wealth Advisor

Rick Kalb CLTC®

Private Wealth Advisor

PRIVATE WEALTH PLANNING AND CLIENT SUPPORT TEAM

Jone Lee CFA®, MBA, CFP®, CLU®

Director of Private Wealth Planning

Joey Carney CFP®, ChFC®, WMCP®

Private Wealth Lead Advisor

Tatum Clarke

Associate Private Wealth Advisor

Anna Sepagan

Client Service Associate

Karen D Wallace

Associate Financial Representative

Ashley Clark

Director of Operations