Financial Insights

Advisory Team: Kauffelt/Nichols
Carlene Smith

Carlene Smith

Carlene has worked in the financial services industry since 2000, after earning a bachelor’s degree from Indiana University of Pennsylvania. She joined Bill Few in August 2007 as an operations associate and has been an executive assistant for the Kauffelt/Nichols Advisory Team since 2019. Carlene lives in the North Hills with her husband, Randy, and […]

John Nichols, CFP®

John Nichols, CFP®

John joined Bill Few Associates in 2007 and brings 15 years of financial advisory experience to his client relationships.  As a Certified Financial Planner™ professional, John uses all aspects of the financial planning process to help clients achieve their financial goals. He graduated from Mercyhurst College in 2005 with a degree in management and marketing. John lives […]

Michael K. Kauffelt, II, CFA

Mike started in the financial services industry in 1984 and held executive positions at Mellon Bank, American Express and Integra Financial prior to joining Bill Few Associates.  He graduated from the University of Texas at Dallas with a degree in economics and finance before earning an MBA from the Graduate School of Industrial Administration at […]