Our Team

James M. "Jimmy" Nelson, CFP®

CERTIFIED FINANCIAL PLANNER

President / Owner

863.676.7995

[email protected]

Jimmy Nelson, U.S. Navy Veteran and President of Nelson Financial Strategies, works with individuals, families and family businesses to provide financial planning solutions based on each client’s distinctive...

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Kelly Nelson

Vice-President / Owner

863.676.7995

[email protected]

A native of Madisonville, KY, Kelly graduated from North Hopkins Sr. High School and began her Associates Degree studies at Madisonville Community College. Following their marriage in April of 1984, she moved with Jimmy to Norfolk, VA...

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Krystal Massey

Para-Planner

863.676.7995

[email protected]

Unlike the typical Central Floridian, Krystal hails from "out West." Born and living most of her young life in Lovelock, Nevada, she has also lived in Oregon, California, Wyoming, and Utah. Having moved to Lake Wales in 2009 with a...

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Kathleen "Maggie" Nelson Franklin

Office Manager

863.676.7995

[email protected]

Maggie is part of the third generation of Nelsons to have graduated from Lake Wales Sr. High School. Following high school, Maggie received her Associates Degree from...

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Lisa Bates

Family Services Advisor, Licensed Agent

863.676.7995

[email protected]

Lisa was born in Sterling, IL, graduated high school in Montgomery, Ohio, and attended Ohio University School of Music. Her family moved to central Florida in 1986, lived for 12 years in Brandon and finally settled in Lakeland in 1998...

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Ryan Bates

Registered Representative , Family Services Advisor

863.676.7995

[email protected]

Although born in Wisconsin, Ryan was raised and has spent most of his life in Central Florida. He is a graduate of Polk State College and attended Florida Southern College, both in Lakeland. Ryan's affiliation with Nelson Financial...

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Austin "Blair" Kikta

Family Services Advisor, Licensed Agent

863.676.7995

[email protected]

Blair grew up in Lake Wales, FL and graduated from Lake Wales Senior High School. Following high school, he enlisted in the U.S. Air Force and served in the military for over 21 years. During his military service, Blair traveled to...

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Gracie The Dog

Head Greeter

863.676.7995

Gracie is an AKC Registered, White West Highland Terrier. Sired by Papaw Scruffy and Dame Chelsie Buening, Gracie was born in Missouri in August 2006. She became a member of the Nelson family in December of 2006. Gracie's chief...

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Gunner the BirdDog

Assistant Greeter

Windchime’s Nelsons Chief Gunners Mate, “Gunner”, is an AKC registered German Short Haired Pointer. Sired by Windchime’s Reload A Doublegun and Dame Windchime’s Golden Touch of Dixie, he was born in South...

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