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Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.

Results-driven executive with over 20 years of progressive experience driving growth across luxury automotive, real estate, logistics, and B2B sectors. Recognized for building high-performance teams that consistently exceed sales targets by up to 80%. Proven expertise in market strategy, client relationship management, and business transformation across dynamic industries. Currently operating as an independent consultant, offering strategic advisory services to premium brands and high-net-worth clients.

Margaret Nickens, CFP®, is an experienced financial planner and investment advisor with a proven record of building values-aligned portfolios and guiding clients toward sustainable financial outcomes. At Elm3 Financial Group, they managed over $160 million in assets under management, conducted in-depth fundamental analysis, and created diversified model portfolios focused on risk management, cost efficiency, and tax mitigation. They bring extensive expertise in regulatory compliance, equity research, and client-centered financial planning, with a strong commitment to socially conscious investing and aligning money with meaning.

James Colleen

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Investment Advisor

Investment Specialist Trainee

Office 1

Customer Service Representative

19Kilo M1A1 Armor Crewman

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Associate of Applied Science - Certified Desert Landscaper

Bachelor of Arts - Political Science

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Investment Advisor

Investment Specialist Trainee

Office 1

Customer Service Representative

19Kilo M1A1 Armor Crewman

Associate of Applied Science - Certified Desert Landscaper

Bachelor of Arts - Political Science

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