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 888-536-3346 x211 With Nelson Securities since 1992FINRA Series Exams: 7, 24, 63, 65; Insurance Life & DisabilityPast Experience: BA Political Science, Loyola Marymount UniversityPersonal Note: Married with 3 boys. Enjoy spending time with family and sports. David Vose Vice President, Investment Policy Committee Member 800-345-7593 x138 With Nelson Securities since 1992FINRA Series Exams: 7, 24, 51, 63, 65; Insurance Life & DisabilityPast Experience: BA Business/Finance, Loyola Marymount UniversityPersonal Note: Married with 2 sons. Hobbies include Travel, Golf and Gonzaga Basketball. Jeffery Miller Director of Investment Management, Investment Policy Committee Member 800-345-7593 x141 With Nelson Securities since 1992FINRA Series Exams: 7, 6, 24, 63, 65; Insurance Life & DisabilityPast Experience: BA Finance/ Minor Economics, Washington State UniversityPersonal 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 800-345-7593 x144 With Nelson Securities since 1988FINRA Series Exams: 7, 63, 65; Licensed Professional GeologistPast Experience: BS Geology, University of Idaho 1978Personal Note: Married with two daughters. Hobbies include home restorations, auto sports, skiing and football. Arealous (Ace) Earthman Senior Account Executive 800-345-7593 x135 With Nelson Securities since 1992FINRA Series Exams: 7, 63, 65; Insurance Life & DisabilityPast 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 800-345-7593 x133 With Nelson Securities since 1994FINRA Series Exams: 6, 63, 65Past Experience: BA in Education and a Masters of Occupational Therapy from Eastern Washington University NSI Operations Shyla Gibson Chief Compliance Officer 800-345-7593 x139 With Nelson Securities since 2004FINRA Series Exams: 7, 24, 63Past 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. Heidi Vose Executive Vice President 800-345-7593 x122 With Nelson Securities since 1986Personal Note: Happily married with two sons. Hobbies include spending time with family and traveling. Kristi Brown Product Administrator 800-345-7593 x123 With Nelson Securities since 1993Past Experience: Attended Washington State UniversityPersonal Note: Married with two children. Gainesville, FL - Branch Office Steve Keller Senior Account Executive, Gainesville Branch Manager 800-934-2909 x303 With Nelson Securities since 1993FINRA Series Exams: 7, 6, 63, 65; Insurance Life & Disability; Real EstatePast 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 888-536-3346 x211 With Nelson Securities since 1992FINRA Series Exams: 7, 24, 63, 65; Insurance Life & DisabilityPast Experience: BA Political Science, Loyola Marymount UniversityPersonal Note: Married with 3 boys. Enjoy spending time with family and sports. Rick Garcia Senior Account Executive 888-536-3346 x218 With Nelson Securities since 1997FINRA Series Exams: 6, 63, 65; Insurance Life & DisabilityPast Experience: 20 years of Retail Client Investments and Marketing.Personal Note: Enjoy traveling with my boys. Scott Newman Senior Account Executive 888-536-3346 x217 With Nelson Securities since 2002FINRA Series Exams: 7, 63, 65, 31; Insurance Life & DisabilityPast 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 Client Service Specialist 888-536-3346 x223 With Nelson Securities since 2017Past 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. Carmel Exum Client Service Specialist 888-536-3346 x 157 With Nelson Securities since 2019Past Experience: BA Literature and Writing with an area of focus in Spanish Language/Literature, University of California, San Diego. Hospitality - Front Office Management Personal Note: Enjoy surfing, animals, and traveling Virginia McNally Branch Office Assistant 888-536-3346 x219 With Nelson Securities since 2003Past Experience: Equity Trading at LPL Financial Services and CUSO Financial ServicesPersonal Note: Enjoy golf, spending time with my grandkids and attending their school performances and sporting events, reading, movies and live theatre performances.