Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jill Williams

CFP®, BFA, CASL®, ChFC®, APMA, CDFA®

Private Wealth Advisor

Chief Executive Officer of Nexus Wealth Management
Learn more about Jill Williams Visit Jill Williams's website

Sara Koshan

CFP®, AAMS, APMA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sara Koshan Visit Sara Koshan's website


Our team

John Kane

John Kane

Investment Specialist,

Chief Operating Officer of Nexus Wealth Management
Arthur Levine

Arthur Levine

Client Service Specialist

Scott Doyle

Scott Doyle

Paraplanner

Sanika Hajare

Sanika Hajare

Intern