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Executive Team

David T. Thomas, President

As President of Nelson Financial Group, Dave oversees all aspects of the day to day business while providing service and support to all Nelson Financial Group corporate clients.  Much of his attention is focused on the group benefits education of clients and their employees.  Dave also assists in various aspects of Nelson Financial Services.

 

Dave has been with NFG since 1999 and has lived in Arizona since 1980.  He grew up in Indiana and attended Indiana State University (with Larry Bird!)

 

Dave and his wife Juli have been married since 1981. They have two grown children, Ben and Briana, and four grandchildren, Kennedy, Evan, Titus, and Casey.  Dave loves to spend time with his family, especially traveling, hiking and camping with Juli.  He also enjoys playing a little golf.

 

Dave has his Life and Health License.

 

 

Phone: 480-505-1183

Fax: 480-505-9809

E-mail: dthomas@nelsonfg.com

Jim Chapman, Chief Financial Officer

As the controller for Nelson Financial Group, Jim oversees accounting, cash management, and general financial issues for the company and its affiliates. He comes to NFG after serving in a variety of administrative, accounting, and financial positions both in private industry and government.

 

Jim's academic and professional background includes a B.A. from Wheaton College, an M.B.A. from the University of Chicago, and an M.A. from Phoenix Seminary. He also is licensed as a CPA in the State of Arizona.

 

Jim is gifted as a writer and public speaker. For over 15 years he has been composing and reciting inspirational poems to a variety of audiences on biblical and holiday themes. One of his poems was recently published in an illustrated book entitled The Night After Christmas [WinePress, 2009]. He has been married for over 30 years to his wife Laurie and has two grown children, Sierra and Gabe.

Phone: 480-505-1183

Fax: 480-505-9809

E-mail: jchapman@nelsonfg.com

Bruce Mogel, Branch General Manager

Bruce has more than 30 years experience in operational management.  He has served as VP of Operations in several retail environments, including a pivotal role in the reorganization of a national sporting goods company.  He also has been a founder, owner and investor in restaurant chains in New York and New Jersey.

 

Mr. Mogel has held several lead executive roles in the healthcare field.  From 1999 to 2002 he served as Executive Vice President of Operations for Doctors’ Community Healthcare Corporation.  Here he was responsible for the operations and profitability of five acute care hospitals and one psychiatric hospital.  In this capacity he managed a team of six hospital CEOs and other senior management members.

 

Bruce was the founder, president, and CEO of Integrated Healthcare Holdings, Inc., a company he built out of four struggling hospitals and restored to profitability in five years.  He served as Chief Executive Officer and director of the company from 2003 - 2008.

 

Mr. Mogel earned his Bachelor’s degree from the State University of New York at Buffalo.

Phone: 480-505-1183

Fax: 480-505-9809

E-mail: bmogel@nelsonfg.com

Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom,

Esq.

Law Offices of Steven A. Bloom PLLC

 

Pinnacle IV at Kierland

14850 North Scottsdale Road,

Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886

sab@bloomlawoffices.com

Partnered with

Abbie Shindler- Member

Nussbaum Gillis & Dinner P.C.

 

14850 N. Scottsdale Rd.

Suite 500

Scottsdale, AZ 85254

Phone: (480)-684-1121

Fax: (480)-684-1177

ashindler@clarkhill.com

Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886

jason@thepritchett

lawfirm.com

Consultant

Partnered with

Peter Borish

 

115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809

Pborish@gmail.com

CPA

Partnered with

Wolfson Berbenich & Company, CPA's

 

1010 Northern Blvd.

Rm. 306

Great Neck, NY 11021

 

Phone: (516) 498-1040

ext. 101

dwolfson@wbaccountants.com

 

Partners

Partnered with

Jake Arians

Phone: (904) 718-28264

jarians@nelsonfg.com

 

Robby Tebow

rtebow@nelsonfg.com

 

Steve Hunter

Phone: (480) 369-2622

shunter@nelsonfg.com

 

 

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