NELSON Financial Group
Main Phone: 480.505.1183 or Toll Free: 800.964.8208
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Daniel J. Twogood, Partner
Dan is in his 24th year working primarily in the areas of wealth management and estate planning strategies for clients stretching from coast to coast. He feels a tremendous amount of responsibility for his clients and strives to deliver confidence and sense of clarity regarding their planning. "We must deliver sound, strategic and exclusive solutions; our clients benefit most when they know we understand them; and when we convert the complexities of their life to simplicity."
Dan entered the financial services industry with a focus on investments as a senior in college. He earned a B.A. from Bethel University in Minnesota. Dan is happily married to Gretchen. They have five wonderful sons, two lovely daughters, two sweet daughters-in-law, and two granddaughters. He enjoys a good book, hiking, a round of golf or both water and snow skiing in his rare spare time. California Insurance License # 0C83326
Daniel J. Twogood
Rory Collins, Partner
As a Partner with Nelson Financial Services (NFS), Rory works with clients in the areas of personal life insurance, estate conservation, and long term care. He joined the organization in 2009 after a brief career in the information technology field, and before long he had earned Agent Rookie of the Year honors and Annuity Champion status for his efforts. He attributes this success to his care and concerns for clients, investing the time needed to understand their specific objectives and presenting them with appropriate strategies.
Rory grew up in Ohio and moved to Arizona in 1991. He received a Bachelor of Science degree in Agricultural Business from Arizona State University. Family life revolves around his wife Kaprice and their identical twin boys, Henry and Charlie. Rory enjoys traveling, fishing, skiing, auto racing, and simple days at home. He and Kaprice are actively involved at Pinnacle Presbyterian Church in North Scottsdale, Arizona. California Insurance License # 0G77642
Neal A. Hiett, CFP, Partner
As a life long resident of Arizona, Neal graduated from Tempe High School, Mesa Community College and ASU before starting his career in the financial industry. In 1997, Neal went back to school and received his CFP (Certified Financial Planning) designation.
In 1987 he began working with businesses with an emphasis in benefits and retirement planning. He established a foothold working with casinos in creating some of the first self-insured plans for large corporations in Arizona. Neal has assisted CPA’s, business owners and professional athletes with wealth protection, preservation and growth, and Estate planning. In 2004, Neal merged his existing business, Trinity Financial Planning Corporation, with long-time friend and business associate Danny Nelson, joining Nelson Financial Services.
Neal has been married to his childhood sweetheart for 25 years and has 2 sons and a daughter. He enjoys spending time with his family, likes riding dirt bikes, fly fishing and working around his ranch.
Jason Dunfee, Partner
Born and raised in Montana, Jason moved to Arizona in 2014 to partner with Nelson Financial Services after 2 years with Farm Bureau Insurance in his hometown of Kalispell, Montana.
Jason is in his third year focussing primarily in life insurance and wealth management and is dedicated to a client first approach. "Without understanding the client's specific long term goals and needs, it is impossible to implement the proper strategies that are necessary to ensure long term financial security and satisfaction."
Jason graduated from Montana State University in Billings, earning a BA and graduating at the top of his class with Cum Laude honors. He enjoys golfing, traveling and spending time with his family back in Montana in his spare time. California Insurance License OI67368
Steven A. Bloom, Esq.
Law Offices of Steven A. Bloom PLLC
Pinnacle IV at Kierland 14850 North Scottsdale Rd., Suite 285
Scottsdale, AZ 85254
Abbie Shindler- Member
Nussbaum Gillis & Dinner, P.C.
14850 N. Scottsdale Rd., Suite 450
Scottsdale, AZ 85254
Phone: (480) 237-8721
Fax: (480) 609-0016
115 Central Park West
New York, NY 10023
Phone: (917) 699-6000
Fax: (480) 505-9809
Wolfson Berbenich & Company, CPA's
1010 Northern Blvd.
Great Neck, NY 11021
Phone: (516) 498-1040
Phone: (904) 718-2826
Phone: (480) 369-2622
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