Employee Login      HR Connection Log In

 

Partners

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

Phone: 480-505-1183

Fax: 480-505-9809

E-mail: dtwogood@dnelsonfs.com

 

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

Rory Collins

Phone: 480-505-1183

Fax: 480-505-9809

Email: rcollins@dnelsonfs.com

 

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.

 

Neal Hiett

Phone: 480-505-1183

Fax: 480-505-9809

E-mail:  nhiett@nelsonfg.com

 

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

 

Jason Dunfee

Phone: 480-505-1183

Fax: 480-505-9809

E-mail:  jdunfee@nelsonfg.com

 

Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom, Esq.

Law Offices of Steven A. Bloom PLLC

Pinnacle IV at Kierland 14850 North Scottsdale Rd., Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886

sab@bloomlawoffices.com

Partnered with

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

ashindler@ngdlaw.com

Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886

jason@thepritchett

lawfirm.com

Consultant

Partnered with

Peter Borish

 

115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809

Pborish@gmail.com

CPA

Partnered with

Wolfson Berbenich & Company, CPA's

 

1010 Northern Blvd.

 Rm. 306

Great Neck, NY 11021

Phone: (516) 498-1040

ext. 101

dwolfson@wbaccountants.com

 

Partners

Partnered with

Jake Arians

Phone: (904) 718-2826

jarians@nelsonfg.com

 

Robby Tebow

rtebow@nelsonfg.com

 

Steven Hunter

Phone: (480) 369-2622

shunter@nelsonfg.com

 

All Rights Reserved Nelson Financial Group