Meet the professionals who can help you Pursue Your Goals


We are a financial services firm rooted in the community that has developed our business by creating close, personal relationships with our clients and providing them with lifetime customer service.

 

Meet The Team

Sound money management strategies, honesty and transparency. Those are our founding principles.

Since 1981, Nichols Financial has been helping clients throughout the mid-Atlantic region meet their financial goals with the use of insurance and investment products. We are a financial services firm rooted in the community that has developed our business by creating close, personal relationships with our clients and providing them with lifetime customer service.

Our desire is for our clients to call on us at any time to address questions and concerns, knowing we will always give practical and straightforward advice.

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Greg Nichols President

Greg is the president of Nichols Financial and has been in the insurance and annuity industry for over 39 years.

Greg’s decision to enter financial services was prompted by his grandmother’s financial struggle following his grandfather’s death. After discovering that a bank advisor had poorly invested most of their money, she had to rely on Social Security, which was not enough for her to live on alone. Motivated by his grandmother’s experience, Greg made it his mission to become a financial professional and help protect his family — and anyone else he knew — from what his grandmother went through.

Greg graduated from Catawba College with degrees in accounting and business administration. He holds insurance licenses in Maryland, Pennsylvania, Virginia, West Virginia and Delaware.

When creating financial strategies for his clients, Greg uses an ethics-based approach that focuses on what is best for the client. He has assisted generations of families with retirement and estate solutions by reaching out, nurturing and maintaining close relationships. Greg is experienced, responsive and understands clients’ needs for integrity, transparency and full disclosure.

Greg and his wife, Betty, reside in Knoxville, Maryland. They have three children and 11 grandchildren. In his free time, he is very active in his church and various charities. Greg also enjoys hiking, hunting, fishing and golf.

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Jason Nichols Investment Advisor Representative

Jason is an Investment Advisor Representative who began his career in 2007 as a Financial Advisor at a local bank. He joined Nichols Financial in 2009 and has since had the pleasure of assisting clients as they seek to achieve their financial goals for retirement. Jason holds his Series 63 and 65 securities registrations along with his insurance license with the state of Maryland. In 2018, he set up his own Investment Advisory firm with the state of Maryland named Jason Nichols Financial, Inc.

Jason is focused on being honest, transparent, and upholding the highest level of integrity. He is committed to continued professional education in order to provide the most up-to-date financial strategies.

Jason and his wife Aimee along with their son Jackson reside in Knoxville, Maryland. Outside of work, Jason enjoys his family and the peace and tranquility of time spent outdoors.

Additional staff:

Sharon Beck

Client Services Manager

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.