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119 W. Wayne Avenue | Wayne, PA 19087    |    610.688.4447    |    Get Office Directions

Team

 
Brian cofounded Walsh & Nicholson Financial Group in 1991 and has 29 years of experience advising individuals and businesses in the areas of Wealth Management, Estate Planning, Retirement Planning, and Insurance Services.In addition to...

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Kevin P. Nicholson

Co-Founder & Principal

610.225.1010

610.688.4480

Kevin co-founded Walsh & Nicholson Financial Group in 1991 and today focuses in Wealth Management, Estate Planning, Retirement Planning, and Insurance Services for individuals and businesses.With over 25 years of experience in...

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Steven E. Jolley

Vice President, Senior Advisor

610.225.1012

610.688.4480

Steve joined Walsh & Nicholson Financial Group in 2012 after a successful career as a professional soccer player, financial advisor with Merrill Lynch, and a Major League Soccer executive. Even before entering the industry, Steve had a...

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Brian joined Walsh & Nicholson in 2017. After starting his career in law enforcement, Brian worked with Lincoln Financial Group serving as Regional Vice President covering the Pacific Northwest. Brian is a Certified Fund Specialist...

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Amy Wintz

Executive Assistant - Investments

610.225.1006

610.688.4480

Amy graduated from Temple University with a Bachelor of Arts Degree in English. She joined Walsh and Nicholson Financial Group in 2004. Amy's primary responsibility is to support the partners in all administrative areas as it relates...

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John Gambone joined Walsh & Nicholson Financial Group in July 2014. John graduated from Bloomsburg University of Pennsylvania in May 2014 with a Bachelor of Science in Finance. John has his Series 7, 66 Registrations and PA Life,...

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Tyler Beck

Client Service Assistant

610.225.1014

Tyler joined Walsh & Nicholson Financial Group in July 2016. Tyler graduated from Bowling Green State University of Ohio in May 2014 with a Bachelor of Science degree in Accounting and Finance. Tyler has his Series 6 and 63...

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Maria Capista

Insurance New Business Representative

610-225-1015

610-688-4480

Maria joined Walsh and Nicholson Financial Group in May 2015. Maria has been in the insurance business for 35 years. She brings extensive knowledge in the aspect of servicing new business for our team. Maria resides in Drexel Hill with...

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Kathy joined Walsh and Nicholson Financial Group in August 2015. Kathy brings over 20 years of Administrative and customer service experience to our team. Kathy resides in Springfield with her husband Bill. They have two sons:...

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