Zach Keister joined Nelson Financial Planning in September of 2021 as a Relationship Coordinator. Before embarking on his career in financial planning, Zach spent 8 years as an Engineer in a central Indiana fire department, where he developed invaluable skills in leadership, crisis management, and teamwork. His experience in public service instilled in him a deep sense of responsibility and a commitment to serving others—a foundation that continues to inform his approach to client relationships at NFP.

Since joining NFP, Zach has demonstrated a strong commitment to professional growth and excellence. He has earned several notable designations including Certified Financial Fiduciary®, Certified Fund Specialist, and Chartered Retirement Planning Counselor. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts. These achievements highlight his dedication to mastering the intricacies of financial planning and upholding the highest standards of fiduciary responsibility for his clients.

Currently pursuing a business degree from Indiana University, Zach remains committed to expanding his knowledge and staying abreast of industry trends to better serve his clients and contribute to the growth of Nelson Financial Planning.

Outside of his professional pursuits, Zach enjoys engaging in intellectual challenges such as playing chess, which complements his strategic thinking skills honed through years of public service and financial planning. He also finds enjoyment and relaxation in the exhilarating freedom of motorcycle riding.

My name is Christopher Holt and I am an Infinite Banking Authorized Practitioner and Co-Founder of Legacy Private Bank, and a proud member of Omega Psi Phi Fraternity Inc.  I’ve been offering financial service products for over 30 years and I specialize in helping business owners and families, create their own banking model so they can take control their financial environment, create more wealth, take less risk and create predictable income.  I am married to Tammie Holt, and we have 2 Children, and 1 Grandchild.

About Nadine Perez, CFF® RFC® CLTC® RSSA®

Certified Financial Fiduciary / Registered Financial Consultant

Social Security Analyst / Certified Long Term Care Specialist

Independent Medicare, Health & Life Insurance Broker

Nadine has been providing insurance and retirement planning income and tax minimizing strategies to individuals and families throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.

Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Social Security and Taxes is a retirement problem, Health coverage and understanding Medicare and the associated costs is a retirement problem; making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Learn More: https://nbpinsuranceservices.com/

NBP Insurance & Financial Services

6290 Summer Sky Lane

Greenacres FL 33463

561-594-9758 or 407-595-9298 cell

email: nadine.perez@msn.com

Chris Whitlock serves as Program Director for Nationwide Retirement Solutions in its governmental plans division. He is responsible for plan acquisition, retention and expanding Nationwide’s products and services within existing plans. Chris is also responsible for maintaining strategic relationships with plan sponsors and key partners, while leading a team of Retirement Specialists who provide On Your Side service and education to plan participants. He oversees plans in the state of Florida including the State of Florida plan and city/county plans across North Florida. 

Chris joined Nationwide in April, 2007 from his previous position of Marketing Consultant with the Bureau of Deferred Compensation (State of FL) and has 21 years of financial services industry experience. 

Throughout his career, Chris received a Certified Retirement Councelor He obtained his Finance degree from Florida State Universtiy. He holds the FINRA Series 6, 65, 26 and 63 licenses.

Chris is passionate about educating public safety workers about their unique retirement provisions. In his spare time Chris enjoys fishing, laser engraving, drone photography, and spending time with his wife and 3 daughters.

About Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products, including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. 

I bring over 45 years of experience guiding people through life’s transitions—first in nursing and education, and now in finance. As a Certified Financial Fiduciary and part of Atlantic Asset Advisors in Bonita Springs, Florida, I specialize in helping pre-retirees and retirees secure reliable, tax-efficient income so they can enjoy retirement with clarity and confidence.

My practice focuses on holistic retirement strategies, including income and accumulation annuities, Social Security maximization, tax planning and management, long-term care solutions, and the strategic use of life insurance as both protection and an income-generating asset. I’m especially passionate about helping women navigate the unique financial challenges they face, though I welcome clients of all backgrounds who value thoughtful, fiduciary guidance.

When I’m not working, you’ll find me enjoying life on the water with my husband Jim—boating with friends and savoring the beauty of Southwest Florida.

Elise has a deep passion for helping people and strives to empower each of her clients by providing simple, honest information that gives them confidence about their financial future.

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Because she considers her clients family, Elise treats their financial objectives as a priority and believes people should secure at least a portion of their wealth with safe options to help preserve their family’s lifestyle and legacy. She pursues her clients’ financial goals through a commitment to affordable solutions, safe money options, strategies for growing and preserving wealth, and income plans to help guard against market declines.

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With more than three decades of experience, Elise has seen just about everything in the financial services industry and insists you don’t have to be an expert to understand and control your money. Rather, she subscribes to the KISS method — “Keep it simple, silly” — and believes you just need straightforward information to make the right choices.

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Elise has lived in the Boca Raton area since early 2019

With nearly three decades of experience in the financial services industry, Dave Leonhard is a seasoned advisor known for his unwavering commitment to acting in his clients’ best interests. As a Certified Financial Fiduciary® (CF2), Dave upholds the highest standards of integrity, transparency, and professionalism—principles that have guided his work since the beginning of his career.

Dave founded Capital Peak Financial in 1996, building the firm on the foundational values he learned growing up in a small Northern California town, where he worked in his family’s business. Those early lessons in hard work, ethics, and putting people first continue to shape his client-centered approach today.

A graduate of California State University, Chico, Dave earned his bachelor's degree in 1986 before launching a career dedicated to helping individuals and families pursue their financial goals with confidence and clarity. As a Certified Financial Fiduciary, he is held to a strict code of conduct that ensures every recommendation he makes is based solely on what is best for his clients.

Dave has led countless financial education workshops, retirement planning seminars, and client appreciation events over the years, believing strongly in the power of education to build lasting trust. For him, the most fulfilling aspect of his work is the lifelong relationships he’s built—celebrating with clients as they achieve financial milestones and navigate life’s transitions.

Dave has resided in Venice, Florida since 2007 with his wife of 30 years, Denise. Outside the office, he enjoys tennis, hiking, traveling, and quality time with their two children and two grandchildren.