Zack began his career in Financial Services in 2017 with J.P. Morgan Private Bank prior to joining Bill Few Associates. He graduated from Miami University’s Farmer School of Business with a degree in Finance and Marketing. Zack advises his clients on goals-based wealth planning, goal-aligned investment portfolios, tax planning, and education planning. Zack is a new resident of South […]
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 administrative associate for the Kauffelt/Nichols Advisory Team since 2019. Carlene lives in the North Hills with her husband, Randy, and […]
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 […]
