Broker Check

MEET NICK


Nick has been nourishing and delighting financial advisors with FMG Suite since 2018. Nick makes sure advisors are getting the most out of their digital marketing, while focusing on their individual or company approach. Nick is very detailed and keeps everyone up to date with our most beneficial marketing tools and our latest automated opportunities.

MEET THE TEAM

Aditya Khatri

Financial Professional

(888) 888-8888

aditya.khatri@company.com

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Anne Cross

Financial Advisor

(888) 888-8888

anne.cross@email.com

Anne joined with firm in 2011 after graduating from the University of Southern California. She is frequently the first voice you hear when you call J. Mitchell & Associates, and plays an instrumental role in working with our clients....
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Cecilie Sanchez

President

(888) 888-8888

cecilie.sanchez@company.com

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Chester Owens

Financial Advisor

(888) 888-8888

chester.owens@email.com

William joined the team in 2004 after spending several years with other leading financial institutions. He oversees the firm's investment portfolios and works closely with various research institutions. Chester is a frequent guest on...

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Colby Wilson

Client Relations

Colby is a 1.5 year old Blue-Red Heeler mix. He loves and focuses solely on playing with his little sitter Zia and making his momma proud. He works in Client Relations and helps his dad create strong relationships with his clients.

"Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark"
- Colby

Colby Wilson

Client Relations

Colby is a 1.5 year old Blue-Red Heeler mix. He loves and focuses solely on playing with his little sitter Zia and making his momma proud. He works in Client Relations and helps his dad create strong relationships with his clients.

"Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark Bark"
- Colby

Daniel Baker

Financial Professional

(888) 888-8888

daniel.baker@company.com

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Delia Moran

Compliance & Operations

(888) 888-8888

delia.moran@email.com

Delia joined the team in 2008. She graduated from Stanford University with a B.A. in Economics. Delia's professional designations include FINRA Series 7 and 24. She started working in financial services in 1998 and has experience with...

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The Boss

President, CEO

(888) 888-8888

your.name@company.com

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Vice President

Vice President, CFO

(888) 888-8888

your.name@company.com

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Financial Advisor

Financial Advisor

(888) 888-8888

your.name@company.com

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Financial Advisor

Financial Advisor

(888) 888-8888

your.name@company.com

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Financial Advisor

Financial Advisor

(888) 888-8888

your.name@company.com

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The Boss

President, CEO

(888) 888-8888

your.name@company.com

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat nulla facilisis at vero eros et accumsan et iusto odio dignissim qui blandit praesent luptatum zzril delenit augue duis dolore te feugait nulla facilisi. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.

Vice President

Vice President, CFO

(888) 888-8888

your.name@company.com

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Financial Advisor

Financial Advisor

(888) 888-8888

your.name@company.com

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Financial Advisor

Financial Advisor

(888) 888-8888

your.name@company.com

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat nulla facilisis at vero eros et accumsan et iusto odio dignissim qui blandit praesent luptatum zzril delenit augue duis dolore te feugait nulla facilisi. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.

Nicholas Evan Wilson

Marketing Consultant

858-251-3769

nicholas.wilson@fmgsuite.com

Nick was born and raised in Dallas, Texas and moved to Utah in the Summer of 2017 to work with Adobe before moving to FMG Suite. An English major at Utah Valley University, Nick spends his free time with his wife Cassi. They were married in August of 2019 after meeting and working together at FMG Suite. They have an 8 year old daughter named Aria and live in Provo, Utah.

Living 5 minutes away from the mouth of a canyon, they find themselves in the mountains every weekend either kayaking, hiking, rock climbing, going on picnics, skiing or snowboarding, and just overall going on adventures. They have 2 Blue-Red Heelers, Colby and Zia, who they love like additional children and who wear them out like additional children.

Nick enjoys music and finding new underground artists such as: Katastro, Stop Light Observations, and Little Stranger. He has played guitar for 16 years and is enjoying watching his daughter follow his footsteps. He thrives in helping those around him and is active member in his community.

Nicholas Evan Wilson

Marketing Consultant

858-251-3769

nicholas.wilson@fmgsuite.com

Nick was born and raised in Dallas, Texas and moved to Utah in the Summer of 2017 to work with Adobe before moving to FMG Suite. An English major at Utah Valley University, Nick spends his free time with his wife Cassi. They were married in August of 2019 after meeting and working together at FMG Suite. They have an 8 year old daughter named Aria and live in Provo, Utah.

Living 5 minutes away from the mouth of a canyon, they find themselves in the mountains every weekend either kayaking, hiking, rock climbing, going on picnics, skiing or snowboarding, and just overall going on adventures. They have 2 Blue-Red Heelers, Colby and Zia, who they love like additional children and who wear them out like additional children.

Nick enjoys music and finding new underground artists such as: Katastro, Stop Light Observations, and Little Stranger. He has played guitar for 16 years and is enjoying watching his daughter follow his footsteps. He thrives in helping those around him and is active member in his community.

Scott Powers

President

(888) 888-8888

scott.powers@email.com

Scott Powers has a commitment to helping people with their personal finances. He graduated from Stanford University in 1989 and completed his graduate work at Boston University in 1992. Mr. Powers professional designations include......

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Timothy Trevino

Business Coordinator

(888) 888-8888

timothy.trevino@company.com

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Zia Wilson

Assistant Client Relation Specialist

Zia is a 6 month old V-Red Heeler. She is new to the family but loves her dad more than anything. She follows her older brother Colby everywhere and is learning the Client Relation ropes as she goes along. She is a crowd pleaser and makes friends everywhere she goes. She is also an avid soccer fan, or at least the soccer ball. 

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EXPERIENCE

<br />Customer Success Manager


Customer Success Manager

October 2019 - August 2020

<br />Customer Success Coordinator


Customer Success Coordinator

August 2018 - October 2019

<br />Customer Service Representative


Customer Service Representative

May 2018 - August 2018