Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Morgan Nichols, Private Wealth Advisor serving the Grapevine, TX area - Ameriprise Advisors

Morgan Nichols

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Nichols Financial Group
Learn more about Morgan Nichols
Jennifer Duncan, Financial Advisor serving the Grapevine, TX area - Ameriprise Advisors

Jennifer Duncan

CRPC, APMA

Financial Advisor

Managing Director of Nichols Financial Group
Learn more about Jennifer Duncan
Garry Nichols, Private Wealth Advisor serving the Grapevine, TX area - Ameriprise Advisors

Garry Nichols

CFP®, MBA, APMA

Private Wealth Advisor

Founder of Nichols Financial Group
Learn more about Garry Nichols

Our team

Garrett West

Garrett West

Paraplanner

Personal Intro

Grapevine, TX Office

Qualifications

  • Bachelor of Business Administration. Specialization in Economics and Finance. 2017. Wayland Baptist University
  • Series 7 and 66 Licenses
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Shelby Jennings

Shelby Jennings

Client Service Specialist

Personal Intro

Grapevine, TX Office

Qualifications

  • Bachelor of Science, Financial Planning & Human Resource Management, 2018, Texas Tech University
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Karl Mongold

Karl Mongold

Paraplanner

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Arts, History & Political Science, 2013, Bridgewater College
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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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Sarah Crosby

Sarah Crosby

Office Manager

Personal Intro

Grapevine, TX Office

Qualifications

  • Bachelor of Science in Restaurant, Hotel, and Institution Management, 2013, Texas Tech University
  • Associate of Arts in Early Childhood Education and Teaching, 2010, Tarrant County College
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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