Celebrating 9 Years of Growth, Collaboration and Success Part 2
On September 1st, we celebrated the 9th anniversary of NMII. We have stayed true to our vision of always doing the right thing for our clients and finding the right people to complement our unique work culture.
We want to take this opportunity to reintroduce you to our long-standing staff and formally introduce you to some of our newer members. Whether you know us all or are looking forward to getting to know some of us better, we hope you will enjoy learning a bit more about how we support your financial future as a team.
Bob Nelson, CLU, FSS
Managing Partner
Co-Founding Partner of NMII
With the deepest knowledge of life insurance and estate planning, Bob helped build NMII’s foundation in 2012 from his 25 years of industry experience at the time. He has enjoyed our expansion to a full-service financial planning firm.
Bob continues to provide overall guidance to the firm as Managing Partner while servicing his clients with a comprehensive approach.
Mike Murphy, LUTCF, FSS
Partner & Wealth Advisor
Co-Founding Partner of NMII
Mike’s vision for NMII expanded on insurance to offer additional financial planning services. He built the retirement planning division from the ground up while providing financial planning for individuals and families.
He builds lasting relationships with everyone he meets. If you want to play six degrees of separation, Mike can find the connection.
Bruce Aken, CFA
Partner & Wealth Advisor
Joined NMII - April 2017
Bruce brings over a decade of experience as an actuarial and investment analyst and is a Chartered Financial Analyst (CFA) charterholder. He works with hundreds of families to develop financial plans while also managing our investment portfolios.
He has spearheaded technology upgrades including the addition of a personal financial planning portal for our clients.
Tony Daniel, CFP®, CPFA©
Wealth Advisor & Retirement Plan Specialist
Joined NMII - January 2021
Tony joined NMII with over 15 years of experience in the industry. He has worked with over 500 companies designing and implementing retirement plans. He also specializes in financial planning for individuals and families.
He has a vast understanding of the retirement plan landscape, providers, and plan designs to assist our corporate clients while helping individuals with their personal financial decisions.
Margo Rosen
Finance Manager
Founding Administrator of NMII
After 23 years with Bob Nelson and 8 years with NMII, Margo partially retired in December 2020 after a career as our founding Office Administrator. She has remained an integral part of our team as Finance Manager.
She helps to support the internal workings of NMII through budgeting, accounts payable and receivable, and payroll.
Cindy Goldberg
Insurance Administrator
Joined NMII - May 2013
Our Insurance Administrator has over 29 years of experience working with Bob and Mike. From start to finish, no one is more experienced in getting insurance products issued through a seamless process.
Our client’s insurance requirements are often shifting and Cindy continues to care for our customers while always putting their needs first.
Annie Feldman
Securities Administrator
Joined NMII - April 2013
Annie brought with her extensive knowledge in securities services when joining the firm and now has over twenty years in the industry. As Securities Administrator, she is responsible for creating new accounts, customer service on existing accounts, and compliance for our team.
She also transitioned NMII to a paperless office to streamline processes and improve security for clients.
Bridgette Hallock, MBA
Office & Marketing Administrator
Joined NMII - December 2020
A recent addition to the team, she supports ongoing client relations and helps to spread the word on new developments here at NMII. You might hear from Bridgette to schedule a time to meet with your advisor or update some of your information.
She has been an integral part of updating client records and integrating new technologies for improved communication.
Tony Buechler, LUTCF
Associate & Health Insurance Specialist
With over 20 years of overall partnership with members of our team and over 40 years of experience, Tony specializes in the health insurance markets, small business group benefit plans, individual health plans, and Medicare supplements.
* Tony Buechler is not affiliated with Securities America.
Dave Bandars
Strategic Partner
As an affiliate to our firm for over 5 years, Dave has 23 years of experience in succession planning for business owners of all shapes and sizes. He is a Certified Valuation Analyst by the NACVA and provides a unique perspective to our team.
We are all proud to serve you and show appreciation for your trust and confidence. We are prepared to be there for you when you need us most and enjoy your happiest moments together for years to come.
- The Nelson Murphy Insurance & Investments Team