Meet Your Team

Cyndi joined Nicholas Wealth Management in 2020 as the Director of Client Services and holds various licenses including her Series 65, property and casualty, life, accident, and health insurance. A graduate of the University of West Georgia, she holds her Bachelor of Science in Organizational Leadership. Cyndi comes to Nicholas Wealth Management with nearly two decades of background knowledge in banking, insurance, sales, and human resources. Cyndi leads the Client Service and New Business teams and works with our CCO to ensure compliance in all areas.

Cyndi and her husband Bill reside in Douglasville. They have five children and one granddaughter who keep them busy with family events. Cyndi and Bill are enjoying being empty nesters with their two dogs Charlie and Rosco P. Coltrane. When Cyndi is not working, she enjoys cooking, playing tennis, training her dogs, and watching Survivor!

Jared is the Client Advisor here at Nicholas Wealth Management. Jared joined Nicholas Wealth Management as Client Service Coordinator in 2021, bringing a range of experience from commercial real estate transactions to niche equity derivative strategies.

Jared is a registered Investment Advisor (IAR) and Insurance Agent, holding various licenses/designations such as: FINRA SIE & Series 65, State of Georgia Insurance Agent (Licensed for Life, Health, Accident, and Variable insurance), and a Lean Six Sigma Yellow Belt. Jared attended Kennesaw State University in Kennesaw, Georgia. Jared was active in the Integrated Business Leadership Program and philanthropy during his time at KSU, and graduated with a Bachelor’s degree in business management with a minor in finance from the University’s Cole’s College of Business.

Recognizing that each client has unique needs before and throughout their retirement journey, Jared dedicates himself to holistically understand each client situation presented. He strives to provide a tailor-fit client experience through proactive annual reviews, execution of periodic retirement portfolio changes and updates, and assisting the client service team in responding to client inquiries in a timely manner. Jared’s mission is to ensure each client has a clear understanding of how their portfolio’s composition of investments and strategy align with their retirement goals.

Jared grew up in the Marietta area, and currently lives in Kennesaw. Outside of the office, you can find him enjoying the outdoors, entertaining one of his many hobbies, or combing through market research at home.

Patty serves on the client service team at Nicholas Wealth Management. Patty comes to Nicholas Wealth Management with a background in the banking and mortgage industry, and a bachelor’s degree in Organizational Leadership from the University of West Georgia.

Patty is a wife and mother of 3 kids; 2 sons and a daughter. She and her husband reside in Douglasville, Georgia after moving back to the states from Germany during his transition from the Army to a career in IT.

An avid baseball and newly minted soccer mom, Patty and her family can be found cheering on the Braves or Atlanta United in their spare time. Patty also loves singing in the choir and praising the Lord at Dorsett Shoals Baptist Church in Douglasville where she has been a member for the past 16 years. Patty feels immensely blessed to have become part of Nicholas Wealth Management and looks forward to cultivating great client service experiences.

Tim joined Nicholas Wealth Management in 2023 as a Client Service Coordinator. Tim has a Bachelor of Business Administration with a concentration in Finance from Harding University. Tim has a diverse background including mortgage lending and e-commerce. Tim’s goal at Nicholas Wealth is to provide the best customer service for every client experience.

After growing up in North Texas, Tim now lives in Marietta, Georgia. When he is not in the office, you can find him playing basketball, making music, cheering on the Braves, or spending quality time with friends and family.

Louis joined Nicholas Wealth Management in 2020 as a Financial Analyst Intern, and joined the team full-time upon graduation. Louis has a Bachelor of Science in Business Administration with a concentration in Finance from Georgia Institute of Technology. He has a background of financial technology and wealth management. Louis seeks to provide clients peace of mind while providing excellent client service. Born in Michigan, Louis now resides in Woodstock, Georgia. He is fluent in Russian and is a first-generation American. When he is not in the office, you can find Louis going on hikes, reading, or playing volleyball with friends. Louis and his family attend Living Water Church where Louis has the joy of serving on the worship team.

Madison joined Nicholas Wealth Management in 2018, first overseeing marketing campaigns and brand management. Now, as the Client Relations Manager, Madison is the first point of contact for potential clients. Her responsibilities include assisting the financial advisors with client management and overall client relations while cultivating an enjoyable client experience.

Madison is a graduate of Reinhardt University, where she received her bachelor’s in communication with a concentration in marketing. While there, she played for the Reinhardt’s women’s softball team where she achieved All-American honors for pitching and held four conference championships. Madison resides in Woodstock, GA with her husband, David, daughter Ella, and their boxer Nala. On the weekends, they enjoy adventuring around Downtown Woodstock and having Taylor Swift dance parties.

Amber joined Nicholas Wealth Management in 2022 as the Marketing Manager. Working with financial advisors for many years, Amber brings hands-on experience to Nicholas Wealth and enjoys creating memorable events for clients and prospects.

Amber holds a bachelor’s degree in marketing from Kennesaw State University and has worked in a variety of industries during her career but has concentrated in the financial services area. Amber and her family live in Kennesaw and can be found either at a little league baseball field, at Truist Park cheering on the Atlanta Braves, or spending time with friends and family.

Ashlin started at Nicholas Wealth Management as our Operations Assistant Intern. After graduating from Kennesaw State University’s Cole’s College of Business with a B.B.A. in marketing and a minor in professional sales, Ashlin joined our team full-time as a Marketing Coordinator. Ashlin recently married to her high school sweetheart, attends Crosspoint City Church, and lives in Cartersville. In her free time, she enjoys playing guitar, running, traveling, and spending time with friends and family.

Born and raised in Atlanta, Laurel has lived in the West Cobb area for more than 30 years and now calls Kennesaw home. She holds a marketing degree from Georgia State University and is the proud mom to four children Anna, Lauren, Grace, and Asher. Laurel has worked in a variety of industries and held several roles throughout her career. Her goal is to provide a world-class experience for everyone who steps into our offices.

Laurel attends NorthStar Church. In her spare time, she enjoys spending time with family and friends, listening to live music at various venues in the Atlanta area, FaceTiming her oldest daughter, son-in-law, and grand puppy who live in Ohio, encouraging her two college-aged daughters, and watching her son play tennis.

Amanda joined the Nicholas Wealth Management team in 2023, as a Client Service Coordinator. Amanda holds licenses in life, health, accident, and sickness insurance. Amanda’s goal is to utilize her skills and her passion for people, to provide exceptional customer service to each and every client.

Amanda and her husband, Clint, moved from Greenville, South Carolina in 2022, now residing in charming Marietta. Amanda and Clint have an Australian Shepherd fur baby, Ginger, who is often found by their sides. As a family, they can often be found traveling, playing trivia, or cheering on Atlanta United FC.