NILSINE - Key Persons
Job Titles:
- Chief of Philanthropic & Trust Services Partner
Aaron is currently Chief of Philanthropic & Trust Services | Partner of Nilsine Partners. Aaron began his career with Merrill Lynch Wealth Management in 2000 and achieved firsthand experience in various departments such as Ultra High Net Worth Services, Bookkeeping, and Operations. He was most recently a Senior Vice President Wealth Management Advisor and Portfolio Manager at Merrill Lynch until founding Nilsine Partners.
As a member of the team, his true passion is being a key contact for the families and foundations he serves. He is committed to delivering high-level solutions and working with external professionals to implement various charitable and trust strategies.
Aaron is originally from Texas but considers Denver home after living in Colorado for over 30 years. He currently lives in Parker, CO, with his wife Corie, and two children, Melody and Merrick. Outside of the office, he enjoys spending time skiing on the slopes of the Rocky Mountains, making music, all things mechanical, and helping coach sports.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Lead Advisor
Christine joined Nilsine Partners as Lead Advisor in May 2023. Prior to joining the team, Christine spent the previous 10+ years at Charles Schwab providing customized wealth management to high-net-worth individuals, families, business owners, and entrepreneurs.
Christine is passionate about helping clients achieve their personal version of "financial freedom" and empowering women in financial matters. With over a decade of experience in the industry, Christine specializes in developing and implementing customized wealth plans based on each client's unique situation. Her expertise includes investment advice, executive compensation, cash flow analysis, retirement planning, and estate planning.
Christine is a CERTIFIED FINANCIAL PLANNER™ professional and earned her BSBA degree from the University of Central Florida with a focus on Finance and Accounting. She was born and raised in Florida but has settled down in Colorado with her husband, Ryan and dog, Marley. Outside of the office, they enjoy time with friends and family, the great outdoors (skiing/snowboarding, hiking, boating, tennis, and exploring national parks), music, cooking, and relaxing.
Dan is a Senior Advisor at Nilsine Partners. He has over 16 years of industry experience. Prior to joining Nilsine Partners, Dan spent the previous eight years with the Private Wealth Management group at a mid-sized regional bank. Most recently, he served as Managing Director for the bank's multi-family office (MFO), which he had the opportunity to lead efforts to build and launch. The MFO served the needs of business owners, entrepreneurs and multi-generational enterprise families.
Dan's experience working with entrepreneurs and multi-generational enterprise families provides him with a unique perspective on wealth and its purpose in helping clients achieve their goals. He enjoys helping families navigate the complexities of wealth and family dynamics. He is also passionate about rising gen leadership development, financial education and helping clients maximize their impact through charitable giving and community involvement.
Dan earned his Bachelor of Arts degree in Business Administration from Kansas Wesleyan University. In addition to being a CERTIFIED FINANCIAL PLANNERTM professional, Dan holds Dual Certificates in Family Business and Family Wealth Advising (CFBA/CFWA), granted by Family Firm Institute's Global Education Network.
Dan is a Colorado native. He lives in Castle Rock with his wife, Melanie, and their three boys. In his free time, he enjoys spending time with friends and family, golf, good barbecue and enjoying the great outdoors.
Devin Pope is a Senior Advisor at Nilsine Partners. He has over two decades of industry experience helping clients navigate their financial decisions. Previously, Devin was a Senior Wealth Advisor with Albion Financial Group. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and has his MBA from Westminster College in Salt Lake City Utah.
Devin has worked in various roles in his financial advising career but is passionate about helping client evaluate and plan for their financial future. His experience in retirement planning, cash flow planning, taxes, insurance and estate planning helps his clients to better understand their financial landscape and strategies to achieve their goals.
Devin is from SLC UT and lives with his wife Samantha, and two children. Rosie and Newsie. He enjoys being outdoors and taking advantage of all the activities Utah offers.
Job Titles:
- Client Relationship Manager
Dianna is currently a Client Relationship Manager of Nilsine Partners. Dianna began her career in customer service directly out of college. She graduated with a Bachelor of Science degree in Business Management from Colorado Mesa University. After 12 years in hotel management, she joined Merrill Lynch as a Client Associate. Over the next 18 years, she had various positions within Merrill and quickly ascended to Wealth Management Associate before joining Nilsine Partners as a Client Relationship Manager in 2021. Through three decades of client service, she has learned and understands the value of building long-term relationships.
Dianna and her husband Joshua live in Lakewood with their two rescue puppies. She is a proud stepmother of 2 daughters and an aunt to many. When not indulging her life-long passion for the Denver Broncos, she can be found on the water - boating, water skiing, and fishing.
Jenny joined Nilsine Partners in November 2022 and is registered as a financial advisor. Starting in the financial industry in 2007, Jenny has always been in client service and advisory roles and understands the importance of client partnership and advocacy. Prior to joining Nilsine, Jenny spent 9 years in various client support roles on the private wealth management team of a mid-sized regional bank and most recently served as an Associate Relationship Manager and Operations Manager within their multi-family office group.
She received her Bachelor of Arts degree in Economics from the University of Illinois. She currently serves as Secretary on the Uptown Community Health Center Board of Directors and is a member of the Impact Denver Class of 2015.
Jenny moved to Colorado in 2013 after growing up and living in the Midwest. She is passionate about animal welfare and enjoys living in downtown Denver with her rescue pets. Outside of work, Jenny loves to travel and to participate in outdoor activities - particularly hiking and camping.
Job Titles:
- Chief Strategy Officer
- CERTIFIED FINANCIAL PLANNER
Josh is currently Chief Strategy Officer | Partner of Nilsine Partners. He has been in the financial industry since 2011. He was previously an Assistant Vice President at Merrill Lynch until founding Nilsine Partners in 2021.
Job Titles:
- Client Relationship Manager
Michelle joined Nilsine Partners in March 2022. With 25 years in the financial services industry, Michelle follows a disciplined process that begins first with taking the time to get to know each client, their individual circumstances and learning what matters to them most. She is passionate about delivering excellent service.
Michelle and her husband moved to Colorado 5 years ago. Michelle enjoys the outdoors, traveling, cooking and most of all spending time with her two dogs. As a Wisconsin native, Michelle is an avid Green Bay Packers fan.
Job Titles:
- Client Relationship Manager
Missy is currently a Client Relationship Manager of Nilsine Partners. Missy began working in the financial services industry with Merrill Lynch in 2006, where she worked in various roles ranging from cashiering/wire operator and assisting the office management team with compliance policy adherence and the mitigation of risk. She was most recently a Registered Wealth Management Client Associate from 2017 until joining Nilsine Partners in 2021 as a Client Relationship Manager.
Missy is a Colorado native and currently lives in the Morrison area with her husband, Mike, and their two daughters, Riley and McKenna. Family involvement continues to be at her core, spending as much time as possible traveling, camping and boating with her family. She loves to cheer on Riley and McKenna in their sports activities and volunteer at their school. In her free time, Missy is often found cooking or gardening, which she is also passionate about.
Job Titles:
- Client Relationship Manager
Noah is currently a Client Relationship Manager of Nilsine Partners. Immediately after graduation, Noah began his career in the Financial Services industry, holding various positions throughout the country while working for Merrill Lynch over 22 years. This included positions with Advisory Services, Insurance and Annuities, Asset Transition Services, Alternative Investments and most recently as a Registered Senior Wealth Management Associate until joining Nilsine Partners as a Client Relationship Manager in 2021.
Noah was born and raised in Colorado. He graduated from Colorado State University with a Bachelor's degree in Consumer Sciences with an emphasis in Finance. Noah holds his Series 6, 7 & 66 security registrations and strongly emphasizes the relationship with the client as he navigates their needs.
Noah lives in Aurora with his longtime partner Ben and their three dogs, Missy, Bagel & Diesel. He is an avid sports fan and will enthusiastically support all of his hometown Denver teams until he dies. He enjoys spending time with family, bowling, golfing, hiking and taking his puppies everywhere he goes.
Scott is currently Chief Executive Officer | Partner of Nilsine Partners. He was previously a Senior Vice President Wealth Management Advisor at Merrill Lynch Wealth Management from 2005 until founding Nilsine Partners in 2021.
Scott has been recognized by Forbes and named to their "Best-in-State Wealth Advisors" list in 2019, 2020 and 2021; as well as their "Best-in-state Next-Generation Wealth Advisors" list in September 2019, "Top 250 Next-Generation Wealth Advisors" list in July 2019 and "America's Top Next-Generation Wealth Advisors" list July 2018.
He received his Bachelor of Science degree in Finance with a minor in Economics from Utah State University. Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, designation awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Certified Private Wealth Advisor® (CPWA®) designation and holds the Certified Retirement Planning Counselor® (CRPC®) designation. He currently serves on the Foundation Board for Utah State University. He previously served on the Board of Directors for Lupus Colorado as Past-Chair and on the Executive Alumni Board for Utah State University.
Scott, a Colorado native, lives in Lone Tree with his wife, Annie, and their three daughters. In his free time, he enjoys golf, travel, skiing, yoga and his spin bike. He also loves cheering on the hometown sports teams of the Broncos, Avalanche, Rockies, Nuggets and his Utah State Aggies.