Zach Keister joined Nelson Financial Planning in September of 2021 as a Relationship Coordinator. Before embarking on his career in financial planning, Zach spent 8 years as an Engineer in a central Indiana fire department, where he developed invaluable skills in leadership, crisis management, and teamwork. His experience in public service instilled in him a deep sense of responsibility and a commitment to serving others—a foundation that continues to inform his approach to client relationships at NFP.

Since joining NFP, Zach has demonstrated a strong commitment to professional growth and excellence. He has earned several notable designations including Certified Financial Fiduciary®, Certified Fund Specialist, and Chartered Retirement Planning Counselor. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts. These achievements highlight his dedication to mastering the intricacies of financial planning and upholding the highest standards of fiduciary responsibility for his clients.

Currently pursuing a business degree from Indiana University, Zach remains committed to expanding his knowledge and staying abreast of industry trends to better serve his clients and contribute to the growth of Nelson Financial Planning.

Outside of his professional pursuits, Zach enjoys engaging in intellectual challenges such as playing chess, which complements his strategic thinking skills honed through years of public service and financial planning. He also finds enjoyment and relaxation in the exhilarating freedom of motorcycle riding.

As a Certified Financial Fiduciary, Houston creates retirement trail maps that help clients enjoy a carefree lifestyle without worrying about checking the market every day or being exposed to major market losses. He absolutely loves helping people plan for retirement and hearing about their travel plans, home projects and goals. We live by one motto in our office. Keep it simple, keep it safe and retire happy!

Houston has two amazing kids who keep him on his toes. He’s been married for eight years to his wife, who is also his best friend. They love spending quality time with each other and planning their next big adventure! They are both natives of Northeast Indiana and are fortunate to be able to help with various community projects and volunteer at their church. 

Dan is a Senior Wealth Advisor at St. Louis Retirement Advisors with an emphasis on retirement and income planning for individuals and families living in the St. Louis region and across the country.

Dan earned a Bachelor of Science in Business Administration from Washington University Olin Business School in St. Louis. He is a Certified Financial Planner™ practitioner and holds a Chartered Retirement Planning CounselorSM designation.

He is incoming president of the local Financial Planning Association of Greater St. Louis Chapter (2025). Dan is also passionate about his service to his Church and is currently president of the congregation of Peace Lutheran Church. He also serves on the Investment Committee for Green Park Lutheran School, in St Louis.

 Dan is married to his wife, Jill, and together they have four children, Ashley, August, Isaac, and Sydney. Daughter, Sydney, lives at home and attends Westminster Christian Academy as a high school student. Dan enjoys fly fishing, golf, and tennis, as well as cycling and hiking. Both Dan and Jill enjoy spending time in the community and around friends and family. They also enjoy traveling across our great country and seeing the world!

Since 2008, Blake has worked alongside clients, helping them understand the important role that asset protection and income strategies can play in their retirement. He joined his dad in the family-owned firm in 2017.

“I’m a people person and love to hear people’s stories,” Blake says. “One of our biggest strengths as a company is building trusting relationships.”

As a financial professional who can offer insurance products and services, Blake has a business communication degree from the University of Nebraska-Lincoln. As a Certified Financial Fiduciary, Blake has extensive knowledge of the retirement income process from working at a top independent brokerage firm in Boston, where he provided guidance to financial professionals across the country.

In 2014, Seth joined his father’s firm as a financial advisor, primarily focused on investment solutions. As a Certified Financial Fiduciary, Seth enjoys helping people with their investment portfolios. He also helps clients to properly structure their retirement savings to accomplish their long-term goals.

“Many people don’t have a plan for retirement,” Seth says. “I see many people roll the dice with the assets they have worked a lifetime to build and don’t know what to do. We give them the tools, the comprehensive planning and access to skilled professionals in every part of retirement.”

My name is Christopher Holt and I am an Infinite Banking Authorized Practitioner and Co-Founder of Legacy Private Bank, and a proud member of Omega Psi Phi Fraternity Inc.  I’ve been offering financial service products for over 30 years and I specialize in helping business owners and families, create their own banking model so they can take control their financial environment, create more wealth, take less risk and create predictable income.  I am married to Tammie Holt, and we have 2 Children, and 1 Grandchild.

Katrina brings a wealth of experience and expertise to her role in the financial industry since 2010. Before Pacific Capital as a Client Service Coordinator, Katrina worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients. With a background in client service and relationship management, she has a proven track record of delivering exceptional service and building long-lasting client relationships. Katrina is known for her proactive approach to problem-solving and her ability to anticipate and address client needs effectively. She thrives in fast-paced environments where she can leverage her strong communication skills and attention to detail to ensure that clients receive the highest level of support. Katrina is committed to excellence in all aspects of her work and is dedicated to helping clients achieve their financial goals. Katrina lives with her husband and her daughter in Ontario Ranch, CA.

Laura graduated from S.I. Newhouse School of Public Communications at Syracuse University. She entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education Director at the Little Palm Family Theater in Boca Raton, FL for many years. When Laura moved to Connecticut with her family, she made a career change into the fitness industry. She pursued several certifications in health and wellness, including nutrition and herbalism. Laura worked with Michael in the Financial Services industry for several years while her children were young. Laura is excited to be back in the financial world. She finds it surprisingly creative and enjoys working one-on-one with our wonderful clients. She still has a passion for wellness and exercise and loves to practice yoga in her free time. Her motto is “There are no problems only solutions!”

About Nadine Perez, CFF® RFC® CLTC® RSSA®

Certified Financial Fiduciary / Registered Financial Consultant

Social Security Analyst / Certified Long Term Care Specialist

Independent Medicare, Health & Life Insurance Broker

Nadine has been providing insurance and retirement planning income and tax minimizing strategies to individuals and families throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.

Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Social Security and Taxes is a retirement problem, Health coverage and understanding Medicare and the associated costs is a retirement problem; making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Learn More: https://nbpinsuranceservices.com/

NBP Insurance & Financial Services

6290 Summer Sky Lane

Greenacres FL 33463

561-594-9758 or 407-595-9298 cell

email: nadine.perez@msn.com