Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Nicholson Team

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.

Four people meeting in glass office

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.

  • SN

    Shaun P. Nicholson, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • 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
    • BR

      Brandy R. Risheill, CFP®, CDFA®

      Financial Advisor

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      • 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
        • JP

          Joshua D. Pfeiffer

          Wealth Management Associate

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          • 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
            • DL

              Debbi J. Lents

              Senior Client Associate

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              • 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
                • VD

                  Vanessa L. Damron

                  Client Associate

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                    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
                        • CN

                          Cora S. Nicholson

                          Client Associate

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                            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

                              Our Process

                              Retirement Couple

                              Retirement readiness

                              Investment management

                              Investment management

                              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