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Nicole O
Series 66
Boca Raton, FL
Maverick Thomas Capital
Nicole Olczak is a financial advisor at Maverick Thomas Capital with three years of industry experience. She holds a Series 66 designation and has worked previously at OneAmerica Securities, Inc. and EngieStyle. Olczak is also involved in non-variable insurance sales, including fixed life and fixed annuity products. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual investors, including high-net-worth clients. The firm employs a mix of fundamental, technical, quantitative, cyclical, and charting analyses to create tailored portfolios and integrates retirement, tax, estate, and education planning into its services.
Eric N
Series 66
Boca Raton, FL
Maverick Thomas Capital
Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. His other business activities include non-variable insurance sales covering fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth investors, employing multiple analytic methods and offering tailored portfolios that integrate tax, estate, retirement, and education planning.
Austin M
Series 66
Bolingbrook, IL
Maverick Thomas Capital
Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. He is also engaged in non-variable insurance sales involving fixed life and fixed annuities. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning primarily for individual investors, including high-net-worth clients. The firm employs a combination of fundamental, technical, quantitative, cyclical, and charting methods in its investment approach and integrates retirement, tax, estate, and education planning into portfolio management.
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