Meet Your Team

Cyndi joined Nicholas Wealth Management in 2020 as the Director of Client Services and was promoted to Director of Operations in 2024. She holds various licenses, including her Series 65, property and casualty, life, accident, and health insurance. A graduate of the University of West Georgia, she earned her Bachelor of Science in Organizational Leadership. With nearly two decades of experience in banking, insurance, sales, and human resources, Cyndi brings a wealth of knowledge to her role.

As Director of Operations, she leads strategic initiatives, strengthens collaboration and performance across all departments, and fosters a strong company culture through team engagement and support.

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 not working, Cyndi enjoys cooking, playing tennis, training her dogs, and watching Survivor!

Patty serves as a Client Service Coordinator at Nicholas Wealth Management and also leads the client service team as Team Lead. 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 passionate about creating a seamless client experience and leading with care and excellence. In her role as Team Lead, she takes pride in supporting her fellow team members and ensuring that every client feels valued and well cared for.

Patty is a wife and mother of 3 kids; 2 sons and a daughter. She and her husband, Bobby, 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 enjoys singing in the choir and volunteering with event planning at Dorsett Shoals Baptist Church, where she has been a member for the past 16 years. 

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 earned his Bachelor’s degree in Business Management with a minor in Finance from Kennesaw State University, where he was actively involved in the Integrated Business Leadership Program and participated in various philanthropic initiatives.

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 and execution of retirement portfolio changes and updates. 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.

Ian joined Nicholas Wealth Management as a Financial Planning Intern and, after graduating from the University of South Carolina, came on full-time as a Client Service Coordinator. He now serves as a Client Service Advisor where he is passionate about providing peace of mind and helping clients achieve their financial goals.

Ian holds a Bachelor of Arts in Economics, equipping him with a deep understanding of economic data and trends. Ian has also obtained the Series 65 license and Georgia Insurance Agent license for Life and Health Insurance.

Ian attends Marietta Community Church with his wife, Talbott. In his free time, Ian loves to unwind by cooking and exploring new and interesting recipes from around the world. He also enjoys competing through golf and exploring the outdoors.

Tim joined Nicholas Wealth Management as a Client Service Coordinator on the Client Care Team. He earned a Bachelor of Business Administration with a concentration in Finance from Harding University and holds the Georgia Insurance Agent license for Life and Health Insurance. With a diverse background that includes experience in mortgage lending and e-commerce, Tim is committed to delivering exceptional customer service and ensuring every client has a positive and personalized experience.

Originally from North Texas, Tim now resides in Marietta with his wife, Megan. Outside the office, he enjoys playing basketball, making music, cheering on the Braves, and spending quality time with friends and family.

Amanda joined the Nicholas Wealth Management team in 2023, as a Client Service Coordinator. Amanda holds the Series 65 license, along with 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.

Marcy Gilligan serves as a Client Service Coordinator on our Onboarding Team, where she brings a heart for service and a passion for helping clients feel confident and cared for from day one. She earned her Associate’s degree from Indiana University of Pennsylvania. Before joining our team, she spent 10 years homeschooling her children—a season that gave her the opportunity to pour into her family while strengthening her skills in communication, organization, and problem-solving.

Marcy lives in Jasper, Georgia, with her husband, Jeremy, and their two children, Connor and Delaney. Her family attends Life Bible Church in Holly Springs, and in her free time, she enjoys spending quality time with friends and family—as well as their dog, Vader, and bunny, Baymax.

Louis joined Nicholas Wealth Management as a Financial Analyst Intern and transitioned to a full-time role as a Trading Associate on the Client Care Team following his graduation. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the Georgia Institute of Technology. With a background in financial technology and wealth management, Louis is committed to delivering excellent client service and helping clients experience peace of mind in their financial journey.

Originally from Michigan, Louis now lives in Cumming with his wife, Darya. A first-generation American and fluent in Russian, Louis values his heritage and community. Outside the office, he enjoys hiking, reading, and playing volleyball with friends. He and his family attend Living Water Church, where he finds joy in serving on the worship team.

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.

Ashlin began her journey with Nicholas Wealth Management as an Operations Assistant Intern. After graduating from Kennesaw State University earning her BBA in Marketing with a minor in Professional Sales, she transitioned to a full-time role on the Marketing Team. Ashlin now serves as a Marketing Coordinator and leads the Marketing Team as Team Lead where she brings creativity to marketing initiatives and strengthens team collaboration. 

Ashlin is married to her high school sweetheart, Brant, and they live in Cartersville, where they are members of Crosspoint City Church. In her free time, she enjoys playing guitar, running, traveling, and spending quality time with friends, family, and their dog, Moose.

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, her daughters Ella and Millie, 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.

Natalie joined the Nicholas Wealth Management team in 2024 as a Marketing Coordinator, after graduating from the University of Georgia’s Terry College of Business with a degree in Marketing and a certificate in Personal and Organizational Leadership from the Terry Institute for Leadership Advancement. With experience in digital marketing and analytics, Natalie brings a creative edge to our social media and online presence.

A Douglasville native, Natalie now calls Atlanta home. When not immersed in the marketing world, she enjoys exploring the city’s vibrant music scene, staying connected to the UGA alumni community, and discovering Atlanta’s best hidden gem restaurants. If it’s a Saturday in the fall, you can be sure to find her cheering on the Dawgs!