Our team
Two people, and no layers between you and them
Dr. Nicole B. Simpson, CFP®
Award winning, best selling author
Dr. Nicole B. Simpson, CFP® brings integrity and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. She teaches others how to connect emotional spending with potentially unaddressed financial trauma which helps to build a strong financial foundation.
Her own words, from her published speaker one-sheet.
She entered the securities industry in 1991 and holds Series 7, 63 and 65 licenses. She was working as a financial planner in the South Tower of the World Trade Center on September 11, 2001 — an experience that redirected her practice toward the financial side of catastrophe and recovery. Read that story →
She became Pastor of Micah 7 Ministries in 2016 and holds a doctorate from Boston University, conferred with top honors, with doctoral work in trauma-informed care.
Anthony Dennis
- Devoted husband, father and community leader
- Member of Alpha Phi Alpha
- Associate’s Degree in Computer Networking
- B.S. in Business Administration, ECPI University
- Focuses on financial literacy and family wealth building
Listed exactly as her current site describes him. We have not written a bio, invented a title, or attributed any credential to him that is not published.
What small means in practice
You will not be handed off
The ongoing planning relationship is built around at least two planning meetings a year and four to six points of communication. That is a published commitment, not an aspiration — see the program.
Investment management, where you want it, is handled by third-party portfolio managers and coordinated against your written plan. Securities and advisory services run through Vanderbilt Securities, LLC and Vanderbilt Advisory Services; see disclosures.
I am credentialed, I’m credible, and I’m called.
Talk to the person who does the work
Bring the situation, not the spreadsheets. She starts every first conversation with where you want to go, not what you have.