Experience

Nelson Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Founder

  • Dec 1999 - Present

  Sterling, Colorado I founded Nelson Financial in 1999 to help rural families and professionals build wealth. While there are clearly more important things than money, wise use of money and investments is the best indicator I know of overall success. Investing in your future helps create prosperous families and communities.



South Platte Agency Inc.

• United States
• Financial Services

• Owner

  • Apr 2016 - Present

  Julesburg, Colorado I provide leadership for our team of farm and home insurance professionals. We specialize in helping protect the assets of farms, ranches and the unique professionals serving rural America.



Securities America, Inc. Member FINRA/SIPC

• Financial Planner

  • May 2010 - Present

  Sterling, Colorado I work mostly with professionals and small business owners including farmers and ranchers. I enjoy solving complex problems and love working with accountants and attorneys both as clients and as collaborators for our mutual clients benefit. The largest group of professionals I work with are physicians and other healthcare providers.



VALIC

• Financial Services
• 500 - 600 Employee

• Financial Advisor

  • May 2000 - May 2010

  Sterling, Colorado I worked primarily with local organizations and their employees developing retirement plans and providing financial planning and investing assistance to their employees. I developed many great relationships with employers, individual investors and colleagues as we navigated the tech bubble, the credit bubble and the AIG scandal. Definitely not boring.



Sanofi

• France
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Pharmaceutical Representative

  • 1996 - 1999

  New Brunswick, NY I had the great privilege of serving primary care physicians by helping them understand blood pressure an atherosclerosis medication. I worked with a super team and got to meet so many fantastic primary care doctors. Loved every minute of it.



CR Bard

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Production Supervisor

  • 1995 - 1996

  Glens Falls, New York Area We primarily manufactured complex cardiac catheters used by cardiologists to diagnosis and treat cardiovascular diseases.

• New Product Development Coordinator

  • 1994 - 1995

  McPherson, Kansas This was a great position in a great facility. I was the liaison between our manufacturing facility and the corporate marketing team to coordinate all activities related to the development and manufacture of generic injectable drugs. The definition of multi-tasking and project management. Unbelievable experience.

• Production Supervisor

  • 1991 - 1994

  McPherson, Kansas Had the honor of supervising dozens of super employees in the manufacture of injectable pharmaceuticals. We ran two-three shifts and had tremendous responsibility for making safe products. Lots of challenging manufacturing equipment to keep running and continual hands on supervision. Very foundational in my understanding of management and people.



Cargill

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Merchandising Manager

  • Feb 1991 - Jul 1991

  Stockton, California Area My first big promotion. Enjoyed California and trading commodities, primarily to support dairy feed manufacturing at our facility there.

• Administrative Manger Training

  • Jul 1990 - Jan 1991

  McPherson, Kansas Great first job out of college helping to run all aspects of a small feed manufacturing facility. Use many of the same tools and skills I learned there to this day. Great business experience. Great management team. Loved it. Loved Kansas too!



Lutsen Resort

• Hospitality
• 1 - 100 Employee

• Waiter

  • 1985 - 1990

  Lutsen, Minnesota Such and honor to pay my way through college by working summers at this great resort founded by my great-great grandfather CAA Nelson who homesteaded this land with his wife Anna back in 1885 at the age of 22. His exploits are legend. I could not think of a better way to spend my summers. You learn amazing things about people when you wait tables for a living. Cool.