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Get to Know the Team

Behind Your Plan


Your Partners in Financial Understanding

With decades of industry experience, our team prioritizes the maintenance of long-term relationships.

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Nic Nielsen, CFP® Photo Nic Nielsen, CFP® Hover Photo
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Nic Nielsen, CFP®

Co-Founder

Nic Nielsen, CFP®

Co-Founder

P: (704) 243-9376

E: nic@knowmyplan.com


Nic takes extraordinary pride in providing clients with a financial plan that prepares them for the future. With more than 13 years of industry experience, he enjoys educating his clients and helping to reduce their financial anxiety through investment, insurance and college planning. Nic understands the nuances of serving business owners and high earning individuals and demonstrates proficiency in these areas.  

Nic earned his bachelor’s degree in business administration from the University of Saint Francis and began his financial career with PNC in 2006. Nic earned his CFP® certification in 2011.  He continued growing with PNC by becoming a financial advisor and maintaining similar responsibilities with SunTrust Bank in 2013. It was during this time that Nic met Jeff Walters and together, they felt that they could better educate clients and encourage superior investment behavior. 

Outside of work, Nic enjoys staying active and working out at the YMCA in Wesley Chapel. He loves to exercise and believes it is incredibly important to find a balance between mental and physical activity. He and his wife, Jessi, have three children, Nehemiah, Noelani, & Ezekiel who they adopted from South Korea. Nic was also adopted and his family is very supportive of and involved in the adoption community. They are also very involved in their local church in Waxhaw and enjoy watching sports together. 

Jeff Walters, CFP® Photo Jeff Walters, CFP® Hover Photo
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Jeff Walters, CFP®

Co-Founder

Jeff Walters, CFP®

Co-Founder

P: (704) 451-5185

E: jeff@knowmyplan.com


For over 20 years, Jeff has worked with clients to help reduce their financial anxiety and prepare them for the future. He works hard to provide the very best service for his clients and is tenacious about keeping them on track with their financial goals. As part of the Know My Plan team, Jeff partners with Nic Nielsen to provide clients with a team approach to planning.

A graduate of UNC Charlotte, Jeff earned a degree in finance and began his career with First Union in 1997. With a variety of roles including wholesaler for mutual funds and annuity solutions, Jeff’s experience and education assist him in addressing each of his client’s unique needs. Before founding Know My Plan in September of 2017, Jeff worked at Suntrust Bank as a financial advisor for 8 years. Jeff obtained his CFP® certification in 2020.  He is inspired by any opportunity to continue learning about the ever-changing financial industry. 

Originally from Long Island, NY, Jeff has been a Charlotte resident since 1991. He and his wife, Kathleen, are proud parents of three boys: Tyson, Ethan and Eamon. Together, they enjoy spending their summers in the backyard and winters traveling for the boys’ hockey team.

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