Your Team
John C. Nelson
Founder and Partner
John Nelson has over 30 years of personal investing experience. He is a Registered Principal with Securities America, Inc. and Registered Investment Advisor Representative with Securities America Advisors, Inc.
John was the past president of Capital Concepts, a Rochester NY financial planning firm, and worked for 20 years in various managerial positions in industrial marketing and business planning. He earned a BS in Electrical Engineering and a MBA from Michigan State University.
John has served as Treasurer on the Board of the Western Piedmont Symphony, as an Elder of First Presbyterian Church, an Ambassador for the Chamber of Commerce and as a board member of Catawba Valley YMCA and Lake Hickory Rotary Club. John enjoys swimming, concerts, theatre, golf and hiking with his wife, Bev.
John can be reached at jcnelson@spectrum-financial-inc.com
Peter J. Nelson
Managing Partner & Financial Advisor
Peter helps individuals, families, executives and business owners achieve their financial goals and live a quality life today and throughout retirement. He specializes in financial planning, investment management and retirement income planning.
Peter obtained his BS Business/Finance from the University of Vermont and also holds an Industrial Engineering degree from North Carolina State University. Peter is a Registered Representative with Securities America, Inc. and a Registered Investment Advisor Representative with Securities America Advisors Inc. He holds the Series 7, 66 and Life Health Insurance Licenses. Additionally, Peter is a member of the Professional Financial Planner Association in Charlotte NC and is working on his credentials for the Certified Financial Planner CFP ® professional designation.
He resides in Hickory NC with his loving wife, Ann and two energetic elementary aged children Holly and Nicholas. His family is active at Corinth Reformed Church and sports teams at the YMCA.
Peter has a passion for community service and is very active in helping to improve the quality of life for all. Time permitting he enjoy outdoors activities including landscaping, hiking, sailing, water sports, and skiing on occasion.
David L. Leffler
Financial Advisor
David has more than 35 years of personal investing experience. He is a Registered Representative with Securities America Inc. and a Registered Investment Advisor Representative with Securities America Advisors Inc.
David had a 30 year career in industry, including several senior management positions. He attended North Carolina - Chapel Hill on a full scholarship and graduated with a BS in Business. He earned membership in the Monogram Club and was inducted into a University Honorary. He continued with Post-graduate studies at three Universities. David served in the military and was awarded the American Spirit of Honor Medal.
David recently served as an Elder of First Presbyterian Church, a board member of the Soup Kitchen and Ambassador for the Chamber. Previously, he served as committee chairperson and board member of several national industry associations.
David and his wife Lynne enjoy outdoor activities as well as music, theatre and travel.
His email is dlleffler@spectrum-financial-inc.com
James F. Love III
Finanical Advisor
James F. Love III, has more than 25 years of personal investing experience. He is a Registered Representative with Securities America Inc. and a Registered Investment Advisor Representative with Securities America Advisors Inc.
Jim developed a successful financial career over the last 25 years in the industry including several management positions. He attended North Carolina State University in Raleigh where he graduated with a BA degree in Economics. He served for four years in the U.S. Air Force and was stationed at Pope AFB, North Carolina. He earned an MBA degree in finance from Babcock Graduate School of Management at Wake Forest University in Winston-Salem, North Carolina.
Jim lives with his wife Donna, in Mount Holly. They have a daughter and son who both live in New York City. Jim has been active in the Gaston County community for many years, serving on the board of directors of the Gaston County United Way and Chamber of Commerce. He has served on the board of trustees of the Gaston County Museum of Art & History and is an advisor to the Gaston County Historic Preservation Commission. He also serves on the board of advisors of the US National Whitewater Center and the Catawba Lands Conservancy. Jim recently served as an elder at First Presbyterian Church in Mt. Holly, North Carolina. He is involved with several historical organizations in Gaston, Lincoln, York and Mecklenburg counties as an avid historian.
Jim's email is jimlove@spectrum-financial-inc.com
Michelle Hefner
Client Relations Manager
Michelle is the newest member of the Spectrum Financial team joining us in November 2007. She specializes in supporting the existing client relationships as well as welcoming our newest clients. Michelle is resourceful, versatile and committed to providing outstanding customer service.
In her free time, Michelle enjoys spending quality time with family and friends, working out and playing any type of sport. If she is not playing sports she is often coaching them at the YMCA. Seasonally you will find Michelle wake boarding and boating on Lake Hickory in the summer and snowboarding in the Blue Ridge Mountains in the winter.
Michelle can be reached at emhefner@spectrum-financial-inc.com
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