Nelson, Kellmann & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Dana Nelson

Dana Nelson

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Dana Nelson's website
Kristen Roy

Kristen Roy

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kristen Roy's website
Kelli Fenstemaker

Kelli Fenstemaker

Associate Financial Advisor

Visit Kelli Fenstemaker's website
Brian Sommer

Brian Sommer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Sommer's website
Laura Kellmann

Laura Kellmann

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Laura Kellmann's website

Team

Stephanie Reynolds

Stephanie Reynolds

Client Service Specialist

Elizabeth Hartzler

Elizabeth Hartzler

Operations Specialist

Tammy Kieselat

Tammy Kieselat

Administrative Assistant