Experience. Advice. Collaboration.

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Shaun looks at his work as if he is a family member trying to care for their finances from the beginning of family planning to the end of life.

He values trust, hard work and really caring about his clients. As a trusted advisor who has seen circumstances from a long-term perspective, Shaun knows that some of his best work occurs when markets are in turmoil or when clients’ lives are difficult.  

Passionate about the Dayton arts community, Shaun serves on The Miriam Rosenthal Foundation Board and is a former board member at WDPR. He is on the Development Committee for the Dayton Foundation and serves as the Education Chair for the Greene County Community Foundation. He and his wife Susan have two daughters and make their home in Beavercreek. Outside the office, he cycles, fits in some tennis and golf and is the drummer for his church praise band.

• Bowling Green University, B.A.
• The Ohio State University, M.A.

• CERTIFIED FINANCIAL PLANNER™

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After a career in banking, Debbi is now celebrating 30 years with UBS. She prizes her patience and empathy as keys to her successful work in client service.  

Debbi is extremely proud of her daughter, Megan’s completion of her PharmD (doctorate) in Pharmacology and hopes her own drive to complete industry licenses while her daughter was young encouraged Megan to commit to her education.  

A lifelong Grateful Dead fan, Debbi is also known to cry when listening to Pavarotti. She is passionate about gardening, her cat, Stella Luna and greyhound rescue initiatives.

• Sinclair Community College, A.A.

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Christy has worked in the financial services industry for 18 years because she truly enjoys helping people. 

She “wants our clients to be treated like my own family or close friends.” She believes that once trust, confidence and personal relationships are built with clients, the best client service happens.

Christy joined UBS in 2015 and specializes in client support for Shaun Nicholson. She has interests in scrapbooking, volunteering and, with her husband, Greg, has two sons, Colton and Logan.

• Wright State University, B.A.

Since working at UBS, Cora says she has truly recognized the importance of the word “team.” Her team members work together and problem solve every day to make sure they are doing the very best they can for their clients.

Cora has worked in both sales and in service and enjoyed talking to people about insurance and making sure that their family was protected. Seeing her father’s similar passion for helping people become able to retire led her to work with him at UBS.

Cora loves the outdoors, fly fishing, photography, kayaking and gardening. She has a soft spot for animals and advocates for adopting animals through local shelters.

• Wright State University, B.A.

• OH

Josh has worked with Shaun Nicholson since first joining the team as an intern in 2018.

A strong work ethic combined with a fascination with new ideas are Josh’s keys to success. He focuses on building a reputation as an honest, driven, hard worker and believes that seeking out new perspectives is vital to strengthening the options he presents to clients.

He is passionate about Cincinnati sports teams and enjoys golfing and skiing.

• Wright State University, B.A.