Kauffelt/Nichols Advisory Team

Each member of our team shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.

Our investment and financial advisor professionals bring sweeping knowledge and first-hand experience to work on your behalf, every day and with every interaction.

Michael K. Kauffelt, II, CFA

Co-Chief Investment Officer
John Nichols, CFP®

John Nichols, CFP®

Executive Vice President
Carlene Smith

Carlene Smith

Client Services

“Being a financial concierge to my clients comes first. I like to follow the idea that you cannot want something more than they want it, meaning that my role is to guide, not to decide. It is always a partnership with the client.”

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 Carnegie Mellon University.  In addition to his executive roles at Bill Few, Mike advises clients on wealth management, asset allocation and tax planning.

The father of six daughters, Mike and his wife, Doris, reside in the South Hills.

  • Mike Kauffelt is a CFA® charterholder
  • Member, Bill Few Associates Investment Policy Committee
  • Member, Board of Directors of Reading is Fundamental Pittsburgh
  • Graduate of Leadership Pittsburgh XXII

“There is a genuine spirit of family here at Bill Few Associates that I think makes all the difference in how we interact with our clients.”

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 in Upper Saint Clair with his wife Karen and their daughter Ella.

  • John Nichols is a CERTIFIED FINANCIAL PLANNER™ professional
  • Member, Board of Directors of the Western Pennsylvania Platform Tennis Association

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 their two sons, Anthony and Dominic.

Our Planning Process

We’ll be with you every step of the way.

Step 1

We get to know you and your lifestyle and evaluate your financial situation.

Step 2

We identify and explain the opportunities for your personalized plan.

Step 3

Create your plan, and together put the plan into action.

Step 4

Meet regularly to make sure your plan is on track.

Getting started is easy.

Let’s Discuss

Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.

The Center for Fiduciary studies owns the AIR® certification mark.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™.

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