Nelis Wealth

Nick was born and raised in Dover, Delaware. After graduating high school, Nick attended West Virginia University for a few years before transferring and graduating from University of Delaware. During high school and college Nick was a member of the Rehoboth Beach Patrol as an ocean rescue lifeguard for 5 years, 74 water rescues and many more lost children and medical emergencies. Also, while lifeguarding Nick was a part of the National Champion 4x100 soft sand relay team at the 2001 National Lifeguard Championships in South Beach Miami, FL.

Upon completing his time on the beach and in school, Nick began his career in the financial services/planning industry in March of 2005. Nick relocated to Charleston, SC in 2009 to get closer to his family who were living in Florida and North Carolina at the time. He focuses his practice on working with both business owners and families ensuring their loved ones, businesses and financial futures are secure. Nick enjoys working side by side with his clients developing their financial goals, plans and realizing their financial independence. Nick has achieved the Certified Financial Planner®(CFP®) designation from the CFP® Board of Standards and the Charted Financial Consultant ® (ChFC®) designation from the American College of Financial Services.

In his free time, Nick enjoys traveling the globe, watching his favorite sports teams, golfing, cooking for his friends and family, and spending time with his dog, Boots.

Zack has specialized in the 401(k) and retirement plan marketplace since 2005, representing business and non-profit organizations. He has maintained a focus on serving the needs of small to medium sized businesses with their employee engagement needs. Zack’s specialty is providing education to plan sponsors and participants, offering an “end-to-end” worksite financial guidance solution that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys and employer reporting.

As Zack has grown in his practice over the last 16 years, he’s worked to stay ahead of the curve to provide his clients with the best services he can. As a Investment Advisor Representative (IAR), Zack’s primary focus is retirement plans for small and mid-size companies and non-for profits. IARs have a fiduciary duty to their investment advisory clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests. Working with institutions across the country, Zack holds licenses for insurance in 14 states and is registered to offer securities in 20 states. In 2020, Zack was named one of Financial Times 401 Top Retirement Advisors*. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans across the U.S and represents an impressive cohort of elite advisors.

In his quest for continued education and continuing to offer his clients the best level of service, Zack obtained the Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®) designations. When he’s not serving the needs of his clients, Zack is hard at work serving his community. From helping his fellow advisors, to furthering the growth and development of entrepreneurs, to helping young professionals find their philanthropic calling, Zack is busy engaging with the members of his community and inspiring others to live their future visions today.

Cam focuses on retirement plan sales and employee financial education and support. He started his career in financial services in 2015 after graduating from The College of Charleston. His passion for working with small business’ started at a young age by frequenting his father’s architecture firm. Cam is an active member of the Charleston sailing scene and enjoys the various coastal activities that the city has to offer. Investment licensed in SC

Carrie was born and raised in Canton, Ohio. She attended Miami University, where she earned a bachelor's degree in Journalism and Political Science. While at Miami, Carrie served as President of the campus’s branch of Her Campus, an online publication dedicated to college women, where she developed her passion for communication and building meaningful connections.

After graduating, Carrie worked in the fashion industry in both New York and Los Angeles before making Charleston, South Carolina her home. Upon moving she transitioned into client relations, where she discovered a passion for building meaningful client relationships through personalized service and thoughtful communication. Inspired by her passion for communication and client relations, Carrie pursued a master’s degree in Marketing and Communication at the College of Charleston, further strengthening her expertise in strategic communication and client engagement. At Nelis Wealth, Carrie is dedicated to helping clients feel welcomed, supported, and confident throughout every interaction.

Outside of the office, Carrie enjoys spending time with her family, taking the boat out with friends, trying new recipes, staying active through Pilates, and spoiling her two cats, Luca and Pip.