(480) 409-5919

jnielsen@stratoswp.com

I employ a process that starts with you, the client. It is only by first determining your needs and concerns that I can properly analyze existing circumstances, adopt any necessary changes and review those changes on an ongoing basis. I bring to the task a high level of education and training in the financial services industry and a deep commitment to my purpose.

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I graduated from Boston University in 1992 with a Bachelor of Arts degree in English Literature. Upon graduation, I accepted a position with Shearson Lehman in New York City. Four years later I transitioned into broadcast sales and management where I worked for both NBC and Tribune Media for the next twelve years. Looking for new opportunities I decided to pursue my Masters in Business Administration at DePaul University in Chicago. I graduated in 2007 and shortly thereafter joined Merrill Lynch. I joined Wells Fargo Advisors in 2011 and in 2013 earned the certification of CERTIFIED FINANCIAL PLANNER™ professional. I am married to my wife Amy and we have three young children. When not balancing the commitments of work and home life I can be found peddling around Scottsdale in the early morning hours on my bike.