Navigating Financial Success

Your Partner for Financial Clarity and Generational Success

Forbes Best-in-State Top Financial Security Professional 2025

We are proudly named by Forbes on this year’s ranking of Top Financial Security Professionals in each state across the country. Our goal is to serve clients with unmatched excellence, so this award is a reflection of the real value we deliver to our clients. We strive to continue to prioritize providing reliable solutions and guidance to our clients.

We were chosen as one from a very small group of insurance professionals in the state to receive recognition this year. The list features a ranking of the best insurance professionals for whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.

Data provided by SHOOK®Research, LLC. Data as of 12/31/24.

Source: Forbes.com (July, 2025).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Charting Your Financial Course

No matter how successful you are, it can be challenging to enjoy your accomplishments when you feel uncertain about the financial path ahead. At Nexus Wealth Strategies, we believe in helping you regain control of your family's wealth and securing your financial legacy. We specialize in educating our clients, offering practical insights for individuals who plan to work for the long term. Whether you’re a business owner or an individual, our goal is to build trust by fostering a deep connection as we work together to help you achieve your financial dreams. Effective communication is at the heart of what we do. We are committed to helping you understand the intricacies of your financial journey, ensuring you have the clarity and confidence to make informed decisions today while building generational wealth.

Refreshing Clarity

We provide practical education and step-by-step guidance to help you better understand your finances. We know when you can see the bigger picture with clarity, you can feel confident that you’re making the best decisions for yourself and your family.

Custom Solutions

No two clients are the same, which is why we tailor our recommendations to suit your individual needs and objectives. We get to know you on a personal level so we can help you find exactly what you need to live your best life now and in the future.

Lifelong Partnerships

Our team is here for you in every phase of your financial journey. We provide hands-on support to help you develop and implement your strategies, and we’re available to answer questions and offer guidance whenever you need us.

Protect and Plan

Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.