Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Morgan Nichols

Morgan Nichols

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Nichols Financial Group
Learn more about Morgan Nichols
Advisor photo for Jennifer Duncan

Jennifer Duncan

CRPC

Financial Advisor

Learn more about Jennifer Duncan
Advisor photo for Garrett Landon West

Garrett Landon West

Financial Advisor

Learn more about Garrett Landon West
Advisor photo for Karl Mongold

Karl Mongold

APMA

Financial Advisor

Learn more about Karl Mongold
Advisor photo for Marshall L Felker

Marshall L Felker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marshall L Felker


Our team

Molly Harper

Molly Harper

Client Service Manager

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Science, Family Financial Management, 2005, Virginia Tech
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Nancy Goodman

Nancy Goodman

Event Planner

Personal Intro

Grapevine, TX Office

Qualifications

  • Associate of Science, Secretarial Science, 1979, John Brown University
  • Bachelor of Applied Arts & Sciences, Vocational Office Education, 1989, University of North Texas
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Amber Smith

Amber Smith

Client Service Coordinator

Garry Nichols

Garry Nichols

Client Relationship Manager

Qualifications

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Anna Villani

Anna Villani

Office Manager