R. Scott Nicholls

Senior Client Manager

"Adversity builds character and provides an opportunity for our greatest attributes to shine."

About R.

I’m Scott Nicholls, a dedicated advisor who is passionate about helping clients provide an inclusive 401(k) plan for their employees. This includes helping plan sponsors strive to reduce fiduciary risk through prudent and consistent plan reviews and investment monitoring.

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Experience

Client Service Manager
Oswald Financial, Inc. 2016-Ongoing
401(k), NQ and DB Plan Team Lead
Charles Schwab, 2003-2016
Client Service Analyst
Key Bank, 2001-2003

Education

BS in Accounting and Finance
Baldwin Wallace University, 1994-1998