Experience Makes all the difference

The Cornell/Nicholson Team is dedicated to taking a personal approach to understanding you, your priorities and concerns. To us, there's no better way to help you secure the financial freedom you seek.

Timothy O. Cornell, CIMA®

Managing Director - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
937-226-6561
tim.cornell@ubs.com

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“Simply, we put our clients first. That's how we build partnerships that last a lifetime.”

— Tim Cornell, Managing Director – Wealth Management

Tim's personal philosophy stresses integrity as the cornerstone of his 40 years of service. He has earned the Certified Investment Management Analyst designation the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

  • A Financial Advisor since 1973, through virtually every investment environment
  • Advisor, Branch Manager and Managing Director
  • B.A., Indiana State University
  • Barron's 2010 Top 1000 Advisor
  • Barron's 2015 Top 1200 Advisor

An active Dayton community member, Tim dedicates time to the Greater Dayton Brain Health Foundation, The Dayton Philharmonic, The Breast Cancer Foundation and is on the Governing Board of Fairhaven Church. Tim and Ann have three adult children and are residents of Kettering. He enjoys playing golf, biking, skiing, reading and jogging. Tim and his daughter have completed several half marathons together.

Tim is assisted by Joan E. Faulkner, Team Administrator


Registered States:
AL, AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, MD, MI, MT, NC, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WV


Shaun P. Nicholson, CFP®

Managing Director - Wealth Management
Financial Advisor
937-226-6562
shaun.nicholson@ubs.com

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“Our team delivers the financial clarity people need today—understanding the path of each client is our first priority.”

— Shaun P. Nicholson, Managing Director – Wealth Management

Shaun joined the practice in 1980 and attributes the Team's success to their commitment to truly extraordinary service and client accessibility. Over the years, Shaun has developed expertise in creating sensible solutions for retirement income needs as well as capital preservation.

  • Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
  • B.A., Bowling Green University
  • M.A., The  Ohio State University

Passionate about the Dayton arts community, Shaun serves on the board of WDPR, the Planned Giving Advisory Committee at the University of Dayton, is active in The Bach Society and is a past trustee and treasurer of Culture Works. He and his wife Susan have two daughters. They make their home in Beavercreek and enjoy being involved in The Greene County community. Outside the office, he cycles and fits in some tennis and golf.

Shaun is assisted by Brandy Maxwell, Senior Registered Client Service Associate


Registered States:
AL, AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NM, NY, OH, SC, SD, TN, TX, VA, WA


Tiffany D. Kellner, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
937-226-6564
tiffany.kellner@ubs.com

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“Listening to what my clients say—but also reading between the lines—is key to understanding exactly what they hope to achieve and how I can help them get there.”

— Tiffany D. Kellner, Senior Vice President – Wealth Management

For over 15 years, Tiffany has approached each client relationship as a long-term commitment. As a financial planner, she provides clients and their families with comprehensive guidance and the highest quality service.

Tiffany began her financial services career with The Cornell/Nicholson Team while still in college, majoring in personal financial planning. She also serves as the Team's Chief Marketing Officer.

  • B.A., Wright State University
  • Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
  • UBS Leadership Circle MVP, multiple awards

Tiffany serves on the Disability Foundation Board for the Dayton Foundation and is a member of the UBS PAC.  A passionate supporter of the Children's Medical Center of Dayton, she served on the Women's Board, and in 2015, was named to the Board of Trustees.   She and her husband Eric reside in Centerville with their children, Evan, Emelia and Adalyn.

Tiffany is assisted by Brandy R. Risheill, Senior Registered Client Service Associate


Registered States:
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI


Blair T. Cornell, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
937-226-6575
blair.cornell@ubs.com

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“Planning is the foundation for all our work together. When our clients' lives change, a solid financial plan offers us the flexibility to make adjustments that keep their goals on track.”

— Blair T. Cornell, Senior Vice President – Wealth Management

Blair has spent his entire career building personal relationships with clients and their families. He interned with the team throughout high school and college, joining the practice in 2004.

Blair specializes in custom financial planning, partnering with business owners and high net worth individuals. He also serves as the Team's Chief Operating Officer.

  • Bachelor of Specialized Studies, Ohio University
  • Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
  • UBS Top 35 Under 35 national award winner - 2013, 2014, 2015, 2016
  • On Wall Street Top 40 Advisors Under 40 - 2016

Blair is a native of Kettering and resides in Centerville with his wife Kat and their children Caitlin, Carter and twins, Brady and Davis. In his spare time, he enjoys golfing, snowboarding and is a car enthusiast.  A past board member of the March of Dimes, Blair also serves on a regular basis at Fairhaven Church.  Combining his love of cars and their desire to work with children of differing abilities, Blair and Kat formed the JoyRide organization in 2016.  JoyRide is an exclusive car club designed for kids with differing abilities and their families.  Annual events bring together local exotic car owners who generously display their cars and share "JoyRides" with young club members. 

Blair is assisted by Melissa Smith, Team Administrator


Registered States:
AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, NC, NM, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI


John W. Reagan Jr.

Senior Wealth Strategy Associate
937-226-6570
john.reagan@ubs.com

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“By leveraging our network of experts and specialists, our clients feel confident about our advice and the decisions we make together.”

— John W. Reagan Jr., Senior Wealth Strategy Associate

After two years of experience integrating insurance solutions within financial plans, John joined The Cornell/Nicholson Team in 2009. As a Senior Wealth Strategy Associate, John analyzes portfolio performance, develops asset allocation strategies and researches investment solutions for the Team's clients.

John earned his B.A. from Ohio University and holds his Series 7, 31, 66, and insurance licenses. His passions include following Cleveland's sports teams and fitness training. John resides in Centerville with his wife Heather and children, Brody, Gavin and Madison.

John is assisted by Michelle M. Gudorf, Senior Registered Client Service Associate


Registered States:
OH


Joan E. Faulkner

Team Administrator
937-226-6593
joan.faulkner@ubs.com

Joan specializes in client support for Tim Cornell. She is one of the team's administrators and has been with UBS since 1988. She has an associate's degree in accounting and holds her Series 7, 66 and insurance licenses. She resides in Beavercreek with her husband Jim and has three daughters as well as three grandchildren.


Registered States:
CA, CO, FL, GA, IL, IN, KY, MD, MI, NY, OH, PA, SD, TX, WA


Melissa D. Smith

Team Administrator
937-226-6573
melissa.smith@ubs.com

Melissa is the director of operations for The Cornell/Nicholson Team with over 19 years of experience in the financial services industry. She also specializes in client service for Blair Cornell. She holds her Series 7, 66 and insurance licenses. In her free time she enjoys volunteer work and spending time with her husband, Jason and their son, Noah.

 


Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MI, NC, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA


Elizabeth L. Treon

Business Development Specialist
937-226-6870
elizabeth.treon@ubs.com

Elizabeth has over 25 years of investment industry experience ranging from marketing and brand development to institutional sales and client service. Before joining The Cornell/Nicholson Team she served as marketing director at Riazzi Asset Management. Previously, she was marketing director for Transamerica Investment Management, LLC and vice president, director of marketing for Dean Investment Associates. Elizabeth earned her B.A. from Marquette University.


Sally A. Burgess

Senior Registered Client Service Associate
937-226-6574
sally.a.burgess@ubs.com

Sally's career in the financial services industry began in 2008. A graduate of Wright State University, she earned a B.S. in economics. She holds her Series 7, 9,10, 66 and insurance licenses. Sally, her husband Alex, and their daughter, Isra reside in Bellbrook.


Registered States:
OH


Sheryl L. Caldwell

Client Service Associate
937-226-6585
sherry.caldwell@ubs.com

Sherry is the event coordinator for The Cornell/Nicholson Team. She is responsible for advertising, client events, educational seminars and marketing materials. She started her career in the financial services industry in 1992, joining the Team in 1994. In her free time she enjoys landscaping, cooking and volunteering. Sherry resides in Miamisburg and is a proud grandmother of two granddaughters, Rylie and Leah.


Christy L. Derham

Client Service Associate
937-226-2602
christina.derham@ubs.com

Christy Derham joined The Cornell/Nicholson Team in 2015.  She specializes in client support.  A magna cum laude graduate of Wright State University, Christy has 12 years experience in finance and customer service and holds her insurance license.  During her free time, she enjoys volunteering, scrapbooking and spending time with her husband, Greg, and sons, Colton and Logan.


Michelle M. Gudorf

Senior Registered Client Service Associate
937-226-3163
michelle.gudorf@ubs.com

Michelle Gudorf joined The Cornell/Nicholson Team in 2014. She specializes in client support for John Reagan. A graduate of Wright State University, Michelle has 19 years of industry experience having worked at two other financial firms in the area. She is a senior registered client service associate holding her Series 7, 63 and 66 and insurance licenses. Michelle, her husband Mitch and their son Zackary reside in Tipp City.


Registered States:
AZ, FL, IL, IN, OH, SC, TX


Debra J. Lents

Senior Registered Client Service Associate
937-226-6587
debbi.lents@ubs.com

Debbi specializes in client reporting and administrative research. She has 25 years of experience and holds her Series 7, 66, and insurance licenses. Her daughter, Megan recently graduated from The Ohio State University with a Doctorate in Pharmacy. Debbi enjoys gardening and resides in Fairborn.


Registered States:
OH


Brandy H. Maxwell

Senior Registered Client Service Associate
937-226-6587
brandy.maxwell@ubs.com

Brandy’s career in the financial services industry began in 2001 as a Client Experience Associate with Keybank and later with McDonald Investments which was acquired by UBS in 2007. A graduate of Wright State University, she earned a B.S. in business financial services. Brandy and her son, Drew reside in Vandalia.


Registered States:
OH


Brandy R. Risheill, RP®

Senior Registered Client Service Associate
Registered Paraplanner (RP)
937-226-6579
brandy.risheill@ubs.com

Brandy’s career in the financial services industry began in 2004. A graduate of Urbana University, she earned a B.S. in business. Brandy is a Registered ParaplannerSM  and holds her Series 7, 66 and insurance licenses. Brandy, her husband Patrick, and their daughter, Willow reside in Huber Heights.


Registered States:
AZ, CA, CO, FL, MA, NC, OH, SC


Marcie K. Solin

Client Service Associate
937-226-6571
marcie.solin@ubs.com

Marcie coordinates all client appointments for The Cornell/Nicholson Team. She started her career with the team in 1999. She has lived in Dayton for 25 years with her husband Don. They have two sons, Alex and Cooper.


Candace L. Walker

Client Service Associate
937-226-2605
candace.walker@ubs.com

Candace is the marketing coordinator.  A graduate of Sinclair Community College with a degree in business management, she joined The Cornell/Nicholson Team in 2005. She and her husband Drew reside in Springboro with their four children, Jackson, Triston, and twins, Penelope & Adelaide.