Broker Check

The NSI Team

Our staff of investment professionals pride themselves on offering sound financial advice, suitable to the specific needs and objectives of each existing or prospective client, and the highest degree of customer service. Each client has a personal Registered Investment Advisor Representative who conducts regular reviews to monitor changes in financial status, risk tolerance and investment objective.

Robert Nelson - In Memoriam

Founder

1945-2017. Our founder, president and owner, Robert Owen Nelson, passed away May 14, 2017, following a courageously, brave fight with Leukemia. In 1967, he graduated from Colby College with a Bachelors Degree in Political Science. From 1969 to 1970, he attended graduate school for international relations at the University of Southern California and received a Masters Degree from Gonzaga University in 1979. Bob founded Nelson Securities in 1983, and also served as President of the Spokane Stock Exchange. From 1983 to 2017, Bob was owner and president of Nelson Securities, Inc., a Broker-Dealer and Investment Advisor registered with the SEC. Bob's vision will remain an integral part of Nelson Securities’ investment process and future success as we continue to serve our valued clients in the highest regard and standard honoring Bob’s legacy moving forward.

Bob’s spirited personality could light up any room and will be forever missed by his loved ones, friends, employees, and clients.

Spokane, WA - NSI Headquarters

Rob Nelson

President, Investment Policy Committee Member

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With Nelson Securities since 1992

FINRA Series Exams: 7, 24, 63, 65; Insurance Life & Disability

Past Experience: BA Political Science, Loyola Marymount University

Personal Note: Married with 3 boys. Enjoy spending time with family and sports.

David Vose

Vice President, Investment Policy Committee Member

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With Nelson Securities since 1992

FINRA Series Exams: 7, 24, 51, 63, 65; Insurance Life & Disability

Past Experience: BA Business/Finance, Loyola Marymount University

Personal Note: Married with 2 sons. Hobbies include Travel, Golf and Gonzaga Basketball.

Jeffery Miller

Director of Investment Management, Investment Policy Committee Member

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With Nelson Securities since 1992

FINRA Series Exams: 7, 6, 24, 63, 65; Insurance Life & Disability

Past Experience: BA Finance/ Minor Economics, Washington State University

Personal Note: Married with 3 sons and a daughter. Enjoy spending time with my family and an avid WSU Cougar and Seattle Mariner fan.

Rusty Price

Senior Account Executive, Investment Policy Committee Member

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With Nelson Securities since 1988

FINRA Series Exams: 7, 63; Licensed Professional Geologist

Past Experience: BS Geology, University of Idaho 1978

Personal Note: Married with two daughters. Hobbies include home restorations, auto sports, skiing and football.

Arealous (Ace) Earthman

Senior Account Executive

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With Nelson Securities since 1992

FINRA Series Exams: 7, 63, 65; Insurance Life & Disability

Past Experience: BS Business Administration, University of Redlands. Previously worked for Merrill Lynch as a Registered Representative and for Mutual of New York.

Personal Note: Married with 2 children

Gina Middaugh

Registered Marketing Assistant to David Vose

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With Nelson Securities since 1994

FINRA Series Exams: 6, 63, 65

Past Experience: BA in Education and a Masters of Occupational Therapy from Eastern Washington University

NSI Operations

Shyla Gibson

Chief Compliance Officer, Vice President of Operations

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With Nelson Securities since 2004

FINRA Series Exams: 7, 24, 63

Past Experience: Bachelor of Science in Business Administration, San Diego State University. Formerly employed with Jack White & Company and First Allied Securities, Inc. in San Diego.

Personal Note: Married with 2 children. Hobbies include running and knitting, but not at the same time.

Heidi Vose

Executive Vice President

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With Nelson Securities since 1986

Personal Note: Happily married with two sons. Hobbies include spending time with family and traveling.

Kristi Brown

Product Administrator

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With Nelson Securities since 1993

Past Experience: Attended Washington State University

Personal Note: Married with two children.

Gainesville, FL - Branch Office

Steve Keller

Senior Account Executive, Gainesville Branch Manager

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With Nelson Securities since 1993

FINRA Series Exams: 7, 6, 63, 65; Insurance Life & Disability; Real Estate

Past Experience: Marketing degree, St. Joseph’s University. Financial Consultant for CJGO prior to joining Nelson.

Personal Note: University of Florida Gator football fan, and enjoy traveling

San Diego, CA - Branch Office

Rob Nelson

President, Investment Policy Committee Member

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With Nelson Securities since 1992

FINRA Series Exams: 7, 24, 63, 65; Insurance Life & Disability

Past Experience: BA Political Science, Loyola Marymount University

Personal Note: Married with 3 boys. Enjoy spending time with family and sports.

Rick Garcia

Senior Account Executive

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With Nelson Securities since 1997

FINRA Series Exams: 6, 63, 65; Insurance Life & Disability

Past Experience: 20 years of Retail Client Investments and Marketing.

Personal Note: Enjoy traveling with my boys.

Scott Newman

Senior Account Executive

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With Nelson Securities since 2002

FINRA Series Exams: 7, 63, 65, 31; Insurance Life & Disability

Past Experience: BA Economics, San Diego State University. Worked on the American Stock Exchange and Pacific Stock Exchange prior to working at LPL Financial and Morgan Stanley.

Personal Note: Enjoy sailing, hiking and skiing.

Ann Nelson, MBA

Marketing Assistant

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With Nelson Securities since 2017

Past Experience: BA California State University-Chico - Communications, Media Arts MBA Ashford University - Marketing; 9 years as Graduate Enrollment Advisor with Ashford University, 5 years Executive Assistant, Qualcomm.

Virginia McNally

Branch Office Assistant

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With Nelson Securities since 2003

Past Experience: Equity Trading at LPL Financial Services and CUSO Financial Services

Personal Note: Enjoy golf, spending time with my grandkids and attending their school performances and sporting events, reading, movies and live theatre performances.