David Nickel builds lasting relationships with the families he serves, often working with several generations—grandparents, children, and now grandchildren. His work centers on helping individuals align their financial lives with their personal values and priorities. David’s approach is grounded in meaningful conversations, including home visits, where he takes time to understand what matters most to each client. For him, the reward lies in witnessing the progress clients make toward the goals they care about most.
David was born and raised in Richmond, Virginia, and he now enjoys spending his time between work and family. A passionate traveler, golf enthusiast, and home chef, David often finds himself playing sous-chef to his wife, who runs a lifestyle and cooking blog on Instagram. Their family traditions—especially during holidays—are filled with laughter, storytelling, and connection. David takes particular joy in being a grandfather to five: Ben, followed by two sets of twins—June and Philip (affectionately called “Flip”), and James and his twin sister, Stuart. These family ties and moments of shared joy shape the personal values he brings to his professional life.
Education, Awards & Credentials
- Bachelor’s Degree in History, University of Richmond
- Additional studies in Business and MBA coursework
