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

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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
  • Barron's 2010 Top 1000 Advisor
  • Barron's 2015 Top 1200 Advisor
  • Forbes Best-In-State Wealth Advisors, 2018, 2019

An active Dayton community member, Tim dedicates time to the Greater Dayton Brain Health Foundation, 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, FL, GA, IL, IN, KY, LA, MA, MD, MI, MT, NC, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA


Shaun P. Nicholson, CFP®

Managing Director - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
937-226-6562

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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, in 2017 he received the Hank Cates Award from Discover Classical Radio. Shaun serves on The Miriam Rosenthal Foundation Board, is a former board member at WDPR, 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 Christy Derham, Registered Client Service Associate


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


Tiffany D. Kellner, CFP®, CDFA®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
937-226-6564

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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 20 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 throughout their lifetime. Tiffany began her financial services career with The Cornell/ Nicholson Team while still in college, majoring in personal financial planning.  She specializes in serving the unique financial needs of the health care community.

  • B.A., Wright State University
  • CERTIFIED FINANCIAL PLANNER™certificant, the industry standard of excellence for competent and ethical personal financial planning
  • CERTIFIED DIVORCE FINANCIAL ANALYST® professional
  • UBS Leadership Circle MVP, multiple awards
  • Working Mother Magazine Top Wealth Adviser Moms - 2017, 2018, 2019
  • Forbes Best-In-State Wealth Advisors - 2020
  • Forbes Top Women Wealth Advisors - 2020

Tiffany serves on the Board of Directors for both the Gala of Hope Foundation and Dayton Children's hospital.  She is a member of the UBS PAC.  Tiffany and her husband Eric reside in Centerville with their children, Evan, Emelia and Adalyn.

 

Tiffany is assisted by Amanda Priaulx, Senior Client Service Associate


Registered States:
AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MS, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV


Blair T. Cornell, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
937-226-6575

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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 specializes in custom financial planning, partnering with business owners and high net worth individuals. 

  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018, 2019
  • UBS Top 35 Under 35 national award winner - 2013, 2014, 2015, 2016
  • On Wall Street Top 40 Advisors Under 40 - 2016
  • Bachelor of Specialized Studies, Ohio University
  • CERTIFIED FINANCIAL PLANNER™ professional, the industry standard of excellence for competent and ethical personal financial planning

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.  Blair serves as a trustee on The Disability Foundation board and is an active member of 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 a car club exclusively for kids with special needs where kids trade the everyday worry of doctor’s visits and medication for a chance to cruise in high-end or one-of-a-kind cars. In 2019 he received Honorable Mention in the Invest in Others Award for his work with JoyRide. The Invest in Others Foundation recognizes financial advisors who give back to their communities across the country and around the world.  Click here for a great video about JoyRide and here for a very special message from Academy Award winning actor, Billy Bob Thornton. 

A disciplined philanthropist and entrepreneur, Blair often speaks to groups about his journey with JoyRide and the fulfillment of combining your passions.

Blair is assisted by Melissa Smith, Team Administrator


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


John W. Reagan Jr., CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
937-226-6570

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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. He is a CERTIFIED FINANCIAL PLANNERTM 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, Madison and Trey.

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


Registered States:
OH


Brandy R. Risheill, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
937-226-6579

email



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 CERTIFIED FINANCIAL PLANNERTM  and holds her Series 7, 66 and insurance licenses. Brandy, her husband Patrick, and their daughters, Willow and Tessa reside in Huber Heights. Brandy manages the team's Financial Goal Analyses (FGAs).  These financial plans use sophisticated analytics to track goals and probabilities of success.

By developing and monitoring these customized plans, she helps our clients:

  • Discover more about their needs, wants and wishes
  • Assess where they are vs. where they want to go
  • Identify whether or not their strategies are on track
  • Review their plans periodically


Registered States:
OH


Colin C. Faulkner, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
937-226-6501

email



Colin joined The Cornell/Nicholson Team in 2018 after a year-long internship. Originally from Wooster, he earned his B.A. in Finance from the University of Dayton. Colin is a CERTIFIED FINANCIAL PLANNER™ professional and holds his series 7, 66, and insurance licences. He is passionate about Cleveland sports, fitness and health, reading and sustainability initiatives. 


Registered States:
OH


Joan E. Faulkner

Team Administrator
937-226-6593

email



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 five 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

email



Melissa specializes in client support for Blair Cornell. She has over 20 years of experience in the financial services industry and 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, MD, MI, NC, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA


Elizabeth L. Treon

Business Development Specialist
937-226-6870

email



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.


Vanessa L. Damron

Client Service Associate
937-226-6569

email



Vanessa has been with UBS since 2007 and joined The Cornell/Nicholson Team in January 2020. She specializes in client support for Colin Faulkner. Vanessa lives in Miamisburg and enjoys volunteering with the Military Order of the Purple Heart and spending time with her son, Caige.


Christy L. Derham

Registered Client Service Associate
937-226-6587

email



Christy Derham joined The Cornell/Nicholson Team in 2015.  She specializes in client support for Shaun Nicholson.  A magna cum laude graduate of Wright State University, Christy has 12 years experience in finance and customer service. She holds her series 7, 66, and insurance licenses.  During her free time, she enjoys volunteering, scrapbooking and spending time with her husband, Greg, and sons, Colton and Logan.


Registered States:
OH


Michelle M. Gudorf

Senior Registered Client Service Associate
937-226-3163

email



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, DE, FL, IL, IN, OH, SC, TX


Debra J. Lents

Senior Registered Client Service Associate
937-226-6587

email



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 is a graduate of The Ohio State University with a Doctorate in Pharmacy. Debbi enjoys gardening and resides in Fairborn.


Registered States:
OH


Amanda M. Priaulx

Senior Client Service Associate
937-226-6574

email



Amanda specializes in client support for Tiffany Kellner. Her career in financial services began in 2005. She earned her B.S. in business from Wright State University and holds her Series 7. Amanda, husband Josh, and their children, Anderson and Adeline, reside in Tipp City.


Registered States:
OH


Cora S. Nicholson

Client Service Associate
937-226-2602

email



Cora joined The Cornell/Nicholson Team in 2017. A graduate of Wright State University, Cora has over 10 years of experience in customer service and holds her insurance license. She is currently studying to obtain her series 7 and 66 licenses. Cora resides in Springboro and in her free time enjoys photography, hiking, disc golf and traveling.


Candace L. Walker

Client Service Associate
Team Events Specialist
937-226-2605

email



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.