Scott Nicholls
Client Executive
"Adversity builds character and provides an opportunity for our greatest attributes to shine."
About Scott
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.
Experience
- Client Executive
- 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