Value Statement

We work with clients, their family, and businesses with independent personalized financial solutions that strive to meet their unique financial goals throughout all phases of their financial lives. We are committed to being there when changes occur by being able to tailor any ideas, suggestions, or alternatives to fit the client’s needs.

Wealth Management Approach

Our approach to wealth management starts with you. Every plan we put together is designed differently around the needs of the client. My practice does not follow a generic “one size fits all” portfolio model. We will work together to develop strategies and recommend personalized solutions designed to help you during the phases of your overall financial lifetime; create & grow your assets, protect & preserve those assets, distribute assets & transfer your wealth in the most tax-advantaged ways possible.

n Understanding Your Financial Objective —We begin by asking questions and more importantly listening to understand more about your financial objectives

n Developing Strategies — Next, we evaluate the financial and personal information you provide so we can match your objectives with sound strategies.

n Implementing Solutions — Using these strategies, we develop independent customized solutions tailored to your goals and objectives.

n Providing Timely, Ongoing Service — After implementing your plan it is our duty to keep you informed on a regular basis. Also pro-actively monitor if any changes are needed based on market conditions or change in financial objectives.

Qualifications

I have been managing money professionally for over 22 years and my strong entrepreneurial drive motivated me to be one of the early founders of North Shore Wealth Management Group. I hold the title of Managing Partner of the Massapequa, NY office for our broker dealer NBC Securities.

n Series 7 FINRA General Securities Representative

n Series 65 Uniform Investment Advisor Law Examination

n Series 63 Uniform Securities Agent State Law Exam

n New York State Life/Accident & Health Insurance License

n CDFA Certified Divorce Financial Analyst

I am licensed to do business and work with clientele in 25 states – AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OR, TX, UT, VA and WA.

Edward Wells

Managing Partner

North Shore Wealth Management Group – NBC Securities

Mir Faisal was born in India.  When he was 12 years old, he and his family moved to Fairfax Virginia.  After graduating from Herndon High School, he attended the University of Tennessee, earning a Bachelor’s Degree in Business Marketing.  He has been in the financial services industry for 35 years, and established his own company, A & A Financial Solutions in 2002.  His focus is serving retirees with safe retirement planning.  Mir serves numerous clients throughout Georgia, where he resided for many years. In 2017 Mir and his wife Beth moved to Stuart, Florida.   Since that time Mir has been able to successfully help clients throughout Florida as well as Georgia.  Mir has 2 children, Aaron age 25 and Alyssa, age 20.  

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

My primary goal as a Financial Planner – Certified Financial Fiduciary is always to place my client’s best interest first. I will always exhibit a conduct that will exemplify Loyalty, Good Faith and Good Care to you and your assets. You will encounter the utmost professionalism from our interactions. During these interactions, I will seek to better understand your financial goals and needs. Together, after conducting a thorough analysis, I will enable you to better understand what you own or will own. If thereafter, recommendations for change are needed, I will always employ full disclosure of all terms and fees. I utilize a holistic approach that considers all aspects and factors that affect your circumstances. Recommendations will include pros as well as cons! Confidentially of our conversations and your records are received by me with the highest regards to your privacy.  Finally, after proceeding in this strategic direction, you will be capable of better assessing your future risks in a transparent pathway outlined to you. Strategies will typically include a combination of Investments and Insurance. Concepts utilized will involve Retirement Planning, Risk Management, Estate Planning. Most importantly, I will be a sounding board for all your financial concerns moving forward.

I have 37 years of experience in the Financial Services Industry. Aside from being a Certified Financial Fiduciary,  I hold the designations of Financial Planner, Chartered Retirement Planning Counselor [CRPC(r)], My licenses include being a General Securities Registered Principal, General Securities Sales Supervisor,  Registered Options Principal and Investment Advisor. I am also a FINRA Arbitrator and Mediator spanning 26 years.

Currently licensed to sell insurance in: NY, NJ. CT. Regarding security sales, I'm licensed in: NY, NJ, CT. FL and PA and MD. If necessary, I can get registered in any of the 50 states.

Brian Walsh, Jr. joined Walsh & Nicholson Financial Group in 2017 to bring a new age of trusted, prudent and holistic financial planning to individual clients, businesses, and Group 401(k), 457 and 403(b) plans.  As a fiduciary, Brian believes that every decision that is made should be in his client’s best interest. He works diligently with his clients, understanding their needs to help build a custom financial plan for their individual goals. 

Before joining Walsh & Nicholson Financial Group, Brian spent five years with Lincoln Financial Group.  Brian lived in San Francisco, California, where he was responsible for implementing Lincoln’s retirement income strategies for high net worth clients. 

While at Lincoln, and through his work in retirement planning, Brian noticed a need for better group 401(k) plans and 457 governmental plans, as well as better financial wellness tools for employees of those plans. Now, Brian works with employers to design plans for their individual businesses while reducing plan fees. Brian also designed the new Walsh & Nicholson website to be a comprehensive financial planning resource for employees and individual clients. 

Brian received his MBA in Finance from Syracuse University and his Bachelor’s Degree from Cabrini University. He holds series 65, 7, 6, 63 and Life Accident & Health insurance licenses.  Brian is a Certified Financial Fiduciary (CFF) and Certified Funds Specialist (CFS). Prior is also working towards completing his Certified Financial Planner (CFP) Designation. 

Prior to his career in Finance, Brian was a police officer in Prince William County, Virginia. Brian was nominated as squad leader by his peers and led responses to high risk calls and warrant services. He was twice nominated for officer of the month; once for tracking down and apprehending the suspect of a kidnapping, and for his work on domestic violence cases. 

Brad Bishop received his Bachelors of Science in Marketing from Messiah College. Brad holds his series 6, 63, and 65 license. In addition to being a Certified Financial Fiduciary he is also a Dave Ramsey SmartVestor and a Certified Bucket Plan Advisor.  Before working at AZT Financial, he worked as a Brand Manager at Clemens Food Group and a Branch Manager at Univest Bank.  Brad resides in Harleysville with his wife Elissa, and 3 children, Keira, Nolan, and Brynnlee. Brad attends church at LCBC and serves on the board of Ancora Spero and Indian Creek Foundation. He also enjoys hunting, trail racing, playing sports with friends, and rooting for the Eagles, Sixers and Phillies.