Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

The proof is in our numbers

117

Collective years of experience

6 person

seasoned team

400 million

Assets under management

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Shaun P. Nicholson, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
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™
Financial planning

Philanthropy

Legacy planning

Custom portfolios

Entrepreneurs

Securities-backed lending

Long-term care planning

Estate planning strategies

Progress Park Tower
3601 Rigby Road, Suite 500
Miamisburg, OH 45342
Brandy R. Risheill, CFP®, CDFA®

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MT
- NC
- NY
- OH
- SC
- TN
- TX
- VA
- WA
Brandy believes she is doing her best work when she is creating a financial plan for her clients and helping them envision what they want their future to look like.

To her, it’s all about earning trust and doing what you say you are going to do. She values being part of the journey each client is taking and especially enjoys educating families on options that can help achieve their goals.

Brandy’s financial industry career with UBS started with answering a good, old fashioned newspaper ad. Now, a CERTIFIED FINANCIAL PLANNER™ professional, she recently added to her skills by becoming a Certified Divorce Financial Analyst® professional, allowing her to help clients and their attorneys during the divorce process.
- Urbana University, B.S. Business
Financial planning

Retirement planning

Investing

Multi-generational families

Women investors

Education planning

3601 Rigby Road
Miamisburg, OH 45342
Joshua D. Pfeiffer

Wealth Management Associate
View bio
- 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.
3601 Rigby Road
Miamisburg, OH 45342
Debbi J. Lents

Senior Client Associate
View bio
- AL
- AZ
- CO
- FL
- HI
- MI
- NC
- OH
- TN
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.
3601 Rigby Road
Miamisburg, OH 45342
Vanessa L. Damron

Client Associate
View bio
Vanessa believes in always answering the phone with a smile. She looks at the positive, no matter the situation and goes above and beyond to find the answer. She truly loves that our office has a family-like atmosphere and appreciates being part of a team that supports each other.

Since starting with UBS in 2007, she worked in operations and continues to be the technology liaison for our branch. In 2022, she joined The Nicholson Team and now specializes in client support.

Vanessa enjoys volunteering with the Military Order of the Purple Heart and takes pride in the fact that our office is passionate about volunteer work in the local community. She lives in Miamisburg and enjoys spending time with her son, Caige and granddaughter, Harper.
3601 Rigby Road
Miamisburg, OH 45342
Cora S. Nicholson

Client Associate
View bio
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.
3601 Rigby Road
Miamisburg, OH 45342

Shaun P. Nicholson, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
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™
Financial planning

Philanthropy

Legacy planning

Custom portfolios

Entrepreneurs

Securities-backed lending

Long-term care planning

Estate planning strategies

Progress Park Tower
3601 Rigby Road, Suite 500
Miamisburg, OH 45342
Brandy R. Risheill, CFP®, CDFA®

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MT
- NC
- NY
- OH
- SC
- TN
- TX
- VA
- WA
Brandy believes she is doing her best work when she is creating a financial plan for her clients and helping them envision what they want their future to look like.

To her, it’s all about earning trust and doing what you say you are going to do. She values being part of the journey each client is taking and especially enjoys educating families on options that can help achieve their goals.

Brandy’s financial industry career with UBS started with answering a good, old fashioned newspaper ad. Now, a CERTIFIED FINANCIAL PLANNER™ professional, she recently added to her skills by becoming a Certified Divorce Financial Analyst® professional, allowing her to help clients and their attorneys during the divorce process.
- Urbana University, B.S. Business
Financial planning

Retirement planning

Investing

Multi-generational families

Women investors

Education planning

3601 Rigby Road
Miamisburg, OH 45342
Joshua D. Pfeiffer

Wealth Management Associate
View bio
- 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.
3601 Rigby Road
Miamisburg, OH 45342
Debbi J. Lents

Senior Client Associate
View bio
- AL
- AZ
- CO
- FL
- HI
- MI
- NC
- OH
- TN
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.
3601 Rigby Road
Miamisburg, OH 45342
Vanessa L. Damron

Client Associate
View bio
Vanessa believes in always answering the phone with a smile. She looks at the positive, no matter the situation and goes above and beyond to find the answer. She truly loves that our office has a family-like atmosphere and appreciates being part of a team that supports each other.

Since starting with UBS in 2007, she worked in operations and continues to be the technology liaison for our branch. In 2022, she joined The Nicholson Team and now specializes in client support.

Vanessa enjoys volunteering with the Military Order of the Purple Heart and takes pride in the fact that our office is passionate about volunteer work in the local community. She lives in Miamisburg and enjoys spending time with her son, Caige and granddaughter, Harper.
3601 Rigby Road
Miamisburg, OH 45342
Cora S. Nicholson

Client Associate
View bio
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.
3601 Rigby Road
Miamisburg, OH 45342

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

^$2.8 trillion

In invested assets globally
As of 06/30/2022

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Experience. Advice. Collaboration.

The proof is in our numbers

Thank you.

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Pursuing your goals together

Shaun P. Nicholson, CFP

Brandy R. Risheill, CFP®, CDFA®

Joshua D. Pfeiffer

Debbi J. Lents

Vanessa L. Damron

Cora S. Nicholson

Shaun P. Nicholson, CFP

Brandy R. Risheill, CFP®, CDFA®

Joshua D. Pfeiffer

Debbi J. Lents

Vanessa L. Damron

Cora S. Nicholson

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How do you plan confidently for the retirement you want?

A focus on personalized access and service

Our Process

Retirement readiness

Investment management

Backed by the strength of UBS

A global leader in wealth management

Thank you for contacting us.

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