Mr. Nelson has over 35 years experience in the investment business. From 1968 through 1977, he was involved in the development and marketing of limited partnerships, which were registered with the Securities and Exchange Commission in the oil and gas and real estate businesses. From 1977 to 1981, he served as President of the Distributor Division and director of Colonial Management Associates, one of the nation’s largest mutual fund companies. In 1981, he moved to Florida as the Division Vice President of Keystone Massachusetts, Inc., an affiliate of the nation’s oldest corporate trust company and subsidiary of the Traveler’s Insurance Company.

Mr. Nelson is currently a Trustee for 61 of the Van Kampen Family of Mutual Funds. Van Kampen Investments is a wholly owned subsidiary of Morgan Stanley. He has served as the President of the Winter Park Rotary Club, Director and President of the Economic Club of Orlando, Director and Secretary of the Maitland South Seminole Chamber of Commerce, and Trustee of the Maitland Art Center.

Mr. Nelson has been a financial talk show host for over 20 years. The live show, entitled "Dollars and Sense," is heard on WFLA 540AM from 9:00a.m. to 10:00a.m. every Sunday morning.

Frank Dasse^top^ 
Frank A. Dasse is Executive Vice President of Nelson Investment Planning Services (NIPS). He is a Certified Financial Planner and a registered investment advisor tjhrough NIPS with the Securities and Exchange Commission and the State of Florida.

Dr. Dasse joined NIPS in Auguat 1990 after a varied careed in industry and academics. From 1956 to 1971, he was with General Motors in various engineering management positions involved with the U.S. missile and space programs including the Apollo man to the moon project. From 1975 through 1988, he was a professor first of undergraduate economics and then of MBA level economics and finance. From 1988 to 1990, he was president and vice chairman of the board of a $50 million full line citrus processing operation. He continues as an adjunct professor of economics and finance at the Crummer School of Business at Rollins College.

Dr. Dasse is a member and was a director of the Winter Park Rotary Club; is a member of the Winter Park University Club and is a member of the program committee and a frequent presenter at their weekly Financial Luncheon series; and is an active member and past officer of Toaastmasters International.

Dr. Dasse has been a financial talk show host on WWNZ 740 AM. His show, “Dr. Frank’s Money Matters” was heard from 10 to 11 AM every Saturday morning from July 1994 through January 2000.

Dr. Dasse is a graduate of the University of Michigan, where he received a B.S. in Electrical Engineering, Stetson University where he received a Masters of Business Administration and the University of Florida where he received the Doctor of Philosophy in Food and Resource Economics. He spent time at the University of Florida as a research scientist upon receiving his Ph.D.

Christina Lamb ^top^ 
Christina Lamb is an Executive Sales Assistant and Financial Planner with Nelson Investment Planning Services (NIPS) and an NASD limited registered representative of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida. 

Ms. Lamb started her career in the financial services and investments industry by joining the NIPS team on January 5, 2004 through the University of Central Florida’s internship program.  As an intern and while holding a full time accounts payable/coordination position with Aramark, Ms. Meli graduated with honors from the University of Central Florida, earning her Bachelor of Science in Business Administration as a finance major.

Upon graduation in December of 2004 Ms. Lamb became a full time Executive Sales Assistant to Jack Nelson and Joel Garris.  In addition to serving her own clients, Ms. Lamb’s responsibilities for NIPS and NIBS include providing Jack and Joel with vital information they need for each client meeting, serving as the back office coordinator, and acting as the information liaison for NIPS and NIBS to the mutual fund companies and other service providers. Ms. Lamb has furthered her carrier by obtaining her Series 6 securities license, Investment Company Products/Variable Contracts Representative.

Ms. Lamb’s volunteer work in the community includes involvement with local public schools in the Kissimmee/Saint Cloud area where she grew up, along with yearly participation in the American Cancer Society’s “Relay for Life”. 

Andrew Ballentine^top^ 

Andrew Ballentine is a CERTIFIED FINANCIAL PLANNER™ with Nelson Investment Planning Services, Inc. (NIPS) and a FINRA registered representative & principal with Nelson Ivest Brokerage Services Inc. (NIBS). Mr. Ballentine joined NIPS on September 14th, 2009. Mr. Ballentine is also President of his own investment company, Ballentine Financial Services, Inc.

Mr. Ballentine holds various securities licenses including, Series 7 – General Securities Representative, Series 24 – General Securities Principal, Series 6 – Investment Company & Variable Contracts, Series 63 – Uniform Securities Agent State Laws and Series 65 – Uniform Investment Adviser Laws and also a State of Florida Life, Health & Variable Annuities License.

Prior to joining NIPS, Mr. Ballentine worked in the securities business for several different firms, ranging from working with major institutions on their retirement plans to working with individuals on their personal financial goals.

Andrew earned his B.S. in Food & Resource Economics with a Minor in Business Administration from the College of Agriculture at the University of Florida. Additionally, Andrew also earned his M.A. in Agribusiness from the Graduate School at the University of Florida and served as a graduate assistant for Finance and Investment courses. Andrew earned his CERTIFIED FINANCIAL PLANNER™ designation in 2005.

Mr. Ballentine also serves as the Board President for his community’s Homeowners Association and previously as the Secretary of the Board. His responsibilities include managing the legal, finance and investment aspects for the association.