In 1978, Byron began his career in the Financial Service Industry after graduation from Indiana University.  Byron is currently a Senior PIM and Senior Fundamental Choice Program Manager.  In addition to actively managing the Fundamental Choice and PIM Portfolios, he helps create individual bond portfolios.  Byron also works with Corporate Cash Management, Pension Plans, IRA accounts, and general Retirement Planning. 

Byron is a lifelong resident of Fort Wayne, Indiana.  He and his wife, Linn, have been married since 1982.  They have 3 children, Cameron, Carson, and Meredith as well as 2 Grandchildren, Mac and Parker. 

He is a member of Saint Vincents Catholic Church, serves on the Indiana University Alumni Advisory Board, Co-Founder and current Vice Chairman of the Fort Wayne Children’s Foundation.  Also, a charter member of the Fort Wayne Chapter of Legatus.

His hobbies include tennis.  He was fortunate enough to lead his USTA Team as Captain to seven State Finals and became a State Champion in 2008, where his team finished third in the Regional Competition.  Byron was chosen for the 1973 United States Senate Youth Program from Indiana, a past Board Member, President, and Vice President of the Fort Wayne Investment Dealers Association.  He is a past Board Chairman, President and Treasurer of the Fort Wayne Breakfast Surotama Club.  He has also served as Board Trustee and Investment Committee for the Fort Wayne Museum of Art.    

In his spare time Byron also enjoys fishing, boating, public speaking, and spending time with his family and grandchildren.

Jeremy received his Bachelor of Arts in Business Administration from the University of Saint Francis in 2004. During his time in college, he was a part of the Saint Francis Cougar Football Team as well as the Fort Wayne Freedom Indoor Football Team. He is currently involved with the Saint Francis as a Director on the Catholic Culture and Student Life Committee.

Jeremy met Kristen, his wife of 20 years while studying at Saint Francis. They have lived in Columbia City for 17 years where Kristen is a high school chemistry teacher. They have two children, a daughter who is in High School and a son in Elementary. Jeremy’s interests include sports, Fitness competitions, cars and time with his family.

His family attends St. Paul of the Cross Catholic Church in Columbia City. Jeremy is a part of the Knights of Columbus Council 7235.

Jeremy has been serving people in the financial industry for the last 20 years. With experience in insurance, and his background in banking and mortgage origination, he has a great skill set to help guide clients with many financial aspects. He is passionate about helping clients build wealth and create income for retirement. He believes that understanding your goals and risk tolerance is the key in creating a great client relationship.

Jennifer has 25+ years in Customer Service with 20 years of those being in the Financial Industry.  She is a graduate of Living Heritage Academy and continued her education to pursue her Bachelor of Science in Business Administration.  She loves working with clients and building relationships with them, always putting their interest first.

She and her husband, Nik, have 6 children, and 3 grandsons.  Jennifer grew up in the Fort Wayne area but has grown to love the surrounding smaller city of New Haven, which is where she raised her 3 children and where they are currently raising one of their grandson’s.  

In her free time, she enjoys watching her grandson play sports and horseback ride, spending time with her family, and traveling with her husband.

Nicole is an ambitious Senior Client Service Advocate with a passion for serving and building lasting relationships with clients. With a bachelor’s degree in accounting from Western Governor’s University and over five years of hands-on experience in the financial and insurance industries, she brings strategic insight to every client engagement. In her professional history, Nicole has been a high spirited, energetic team member, bringing a wealth of positivity and infectious joy.

Family being a priority in her life, Nicole is a dedicated wife and mother, raising three daughters and a son, alongside her husband, Dustin, over nearly two decades together. Her proudest moments are spent on the sidelines, cheering on her children in an array of activities including baseball, basketball, cheerleading, soccer, cross country, and anywhere else their ambitions lead them. Nicole enjoys hot coffee, loves her 6 cats, and adores peaceful mornings by the fireplace.

Susan was born and raised in Buffalo NY where she attended Buffalo State University.  After living in several states, she and her family settled in Fort Wayne.   She and her Husband David have 3 children and 3 grandchildren all of whom reside in Fort Wayne.    

She has over 25 years of customer service in insurance, financial and as a small business owner.  She looks forward to bringing those experiences and being part of the Braun Wealth Management Team!

In her free time Susan enjoys drawing, painting, biking and spending time with her family.

Brett has a passion for investing and working with others, two qualities that have made him a fantastic fit since joining the team in January 2022. He has an unwavering commitment to putting clients’ interests first and believes in deepening relationships with a friendly, positive attitude.

Brett spent his previous role as a Portfolio Manager, implementing investment strategies to help ensure clients reached their long-term investment goals. During this time, Brett earned his CERTIFIED FINANCIAL PLANNER^® designation to broaden his industry knowledge. He also holds his FINRA Series 7 and 63 securities registrations, as well as his life insurance licenses. Brett graduated from The Ohio State University in 2016 with Bachelor’s degree in Finance and Marketing. He credits his time there with developing his strong interest in investing.

Brett and his wife, Lauren, have two daughters, Charlotte and Emma. Other than spending time with his growing family, his hobbies include running, golfing, traveling, and cheering on his favorite sports teams (especially the Buckeyes).

Bridget loves to work with driven individuals, giving them the tools to succeed in their investment plan, while having open and honest, yet safe conversations. As a female advisor, connecting and being an advocate for others, especially women, is a key component to her style.

Bridget’s laid-back approach allows her clients to be open about tough money topics. She believes it is very meaningful to show clients the possibilities and power of investment planning. It is never too early to create or review the foundation of your plan. From retired parents to the recent college graduate, generational planning is why Bridget became a Financial Advisor, to help ensure all are taken care of.

Bridget received her bachelor’s degree from The Ohio State University. She has spent her career in financial services, most recently running her own practice. She holds a Series 7, 63 and 65 securities registrations as well as her life and health licenses.

Bridget and her husband, Jason, have a 4-year-old daughter and live in Hilliard, Ohio. They love spending time running the local trails, and yes, even their daughter can be found running or in the stroller. They like to check out local food spots around Columbus while spending time with family and friends. Bridget is a die-hard Buckeye, always ready to cheer on her favorite team. She is an 8-year rider/team captain and supporter of Pelotonia, she is passionate about raising money for cancer research.

CA INSURANCE LICENSE #4433261. RESIDENT STATE OH.

Jim provides comprehensive investment planning. If a working relationship is developed, he can work with you to help address your goals.

For over 2 decades Jim has helped clients by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Jim has dedicated his career to delivering the personalized services clients deserve.

With a wide range of experience Jim has had unwavering dedication to the financial services industry since 1996. He thoroughly enjoys meeting with clients and getting to know them and their life ambitions. Jim specializes in money manager selection and individual security selection, along with client meetings and presentation of investment plan reports. As Jim says, “I pride myself on open communication, consistent availability and going the extra mile for my clients.”

Jim has worked his way up in the industry. He has experience on the trading desk, syndicate desk and OTC desk. He was a trading operations manager and compliance manager. Jim holds Series 7 and 66 securities registrations as well as his life insurance license.

Jim and his wife, Carla, have four children ages 25, 19, 16 and 14. They currently live in Cary, IL where Jim grew up. Jim enjoys spending as much time with his family as possible. He also enjoys coaching youth baseball, football, weightlifting and physical fitness and considers that a priority as well.

Lisa has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 31, 63, and 65 securities registrations and life insurance licenses. She is a financial advisor with Chartered Retirement Planning Counselor (CRPC™), Chartered Mutual Fund Counselor (CMFC™), Accredited Domestic Partnership Advisor (ADPA™), Certified Divorce Financial Analyst (CDFA®)1, CERTIFIED FINANCIAL PLANNER® practitioner, Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™), and Chartered Financial Consultant (ChFC®) designations. She has also completed her Master of Science degree in Financial Planning.

Wealth management for high-net-worth clients often involves a holistic familial approach. Such plans are complex, dynamic, and often involve conflicting goals, personalities, and emotions among parties spread far and wide geographically. Continuous training, intent listening, creative problem solving, collaboration with attorneys and accountants, and our team’s extraordinary services helps us maintain lifelong relationships with multiple generations of client families. Lisa has been recognized on the Forbes’ Best–in-State Wealth Advisor2 list for years 2018-2025 and has earned the Wells Fargo Advisors Financial Network Platinum Council distinction3 for years 2013-2025. Lisa is vital in strategizing amongst our high-net-worth clients’ attorneys, accountants, and our Wells Fargo Centers of Excellence. She and Eric* spend most of their time leading and mentoring the KIG team and NEST Capital ecosystem, helping ensure our team is built to last for generations to come.

Lisa lives in Dublin, Ohio, with her husband, Chuck. Their son, Ethan, is a student at Alabama; Their daughter, Charley, is studying at the University of South Carolina. They have two beloved cats and their favorite charity to volunteer for is Colony Cats (& Dogs). Their family is always on the go with a large extended family and a passion for adventure and travel.

*Eric Haubert, Owner, Senior Financial Advisor, Registered Principal


1 The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

2 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

3 2024 & 2025 Platinum Council disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2023 and prior Platinum Council Disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

CA Insurance License Number: 0D65744. Resident State OH.

Eric is a finance professional with a drive for excellence and a deep commitment to his clients and his Team. With a Bachelor’s degree in Finance from the University of Dayton and holding key securities registrations—including Series 24, 6, 7, 63, and 66—he helps ensure clients receive top-tier financial guidance.

On the personal financial advising front, Eric goes beyond tradition by traveling the country to meet clients in the comfort of their own homes and workplaces, fostering long-term relationships and providing hands-on financial support. Throughout his 30+ year career, Eric has consistently been a leader in asset management due diligence, where he collaborates closely with investment strategists and senior management to stay ahead of market trends, helping to keep him at the forefront of the industry. His hard work and precision in these endeavors have earned him a place in the Wells Fargo Advisors Financial Network Platinum Council every year from 2007 to 2025, along with Forbes’ prestigious Best-In-State Wealth Advisor recognition from 2018 through 2025.

Believing deeply in the notion that successful long-term planning for client families is muti-generational on both the family as well as the advisory team levels, and being laser focused on helping make sure client families never outgrow or outlive NEST Capital, Eric also works extensively in adding to the NEST Capital family of Advisors. Eric’s goal is to build a legacy team that lives into perpetuity, and as more successful and like-minded financial professionals from across the country choose to make NEST Capital their forever home to provide their services to families that mutually agree to work with us, that goal becomes closer to reality.

Rooted in being an Eagle Scout, Eric values the outdoors and actively supports initiatives like the 4Ocean Project. For Eric, boating is also more than a hobby; it’s a way of life and splitting free time between Florida and at home on Indian Lake in Russells Point, Ohio, you’d likely find Eric out on the water with his wife, Kristen, and their daughters, Maribella and Madeline.

1 2024 & 2025 Platinum Council Disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2023 and prior Platinum Council disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

2 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0D68746. Resident State OH.

Prior to joining our group in 2007, Kasey spent her days being a mom, her nights being a student, and her weekends parenting, studying, and working. She previously worked in inventory management and office administration. Needless to say, she sold us on her juggling skills (no, not literally!). Shortly after joining our group, Kasey obtained her bachelors of science in accounting degree from Wright State University. Then, she went on to obtain Series 7, 24, and 66 securities registrations; and life, accident, and health insurance licenses. Kasey handles all operations for every branch of the practice—from internal management to compliance to client outreach and special projects.

Kasey lives in Butler Township, Dayton, with her husband, Steve, and their sons, Kyle, Xavier and Lukas. Kasey and Steve spend the majority of their spare time indoors and outdoors playing sports, games, or watching movies with their boys at their sides. Their family donates their time and money to the local schools. Kasey also likes to travel, dance, and partake in beer tastings, all of which she looks forward to doing more and more of in the future.

Leslie comes to us with many years of experience in office management within the technology sector, so helping our practices integrate technology for increased efficiency is second nature to her. Leslie leads our team of client service advocates who perform all administrative services to quickly solve all client needs, including: money movement, account openings and updates, transfers, IRA consolidations, 401k rollovers, and more! Beyond these important responsive services, Leslie and her team drive all proactive client service touches as well. This may come in the form of organizing group events and educational opportunities, along with both celebrating and mourning with individual clients as they navigate the ups and downs of life’s journeys.

Leslie has worked for us both in Ohio and Texas, and currently resides near our operations hub in Troy, Ohio. She often travels to other NEST Capital practices to coach, mentor, train, and strategize with their local team. When not at work, Leslie stays very busy entertaining her two children, Gwen and Alex, and their sweet kitties. Her family avidly enjoys outdoor activities that revolve around water, as well as trying to find the best street taco when given the opportunity.

Moe Zayed is an accomplished finance professional with over 8 years of experience in the finance industry and a strong background in management spanning over 9 years. He has held various roles including Banker, Financial Advisor, and Director of Estate Operations before joining our team in 2023. As our Compliance Coordinator, Moe leverages his expertise to manage the daily compliance workload, ensuring adherence to all relevant rules and regulations by monitoring, reviewing, and approving/denying necessary supervisory and compliance materials. His proficiency is demonstrated through his possession of FINRA Series 7, 66, 9, 10, and 99 security registrations, showcasing his commitment to maintaining high standards in financial services.

Originally from Cleveland, Moe relocated to Columbus three years ago with his wife, Megan, and daughter, Sabrina. In May 2024, they welcomed another daughter, Leila, to their lovely family. Outside of work, Moe finds joy in fishing and exploring the world with his family, having visited captivating destinations such as Iceland, Jordan, Japan, Korea, Italy, and Spain. He continues to plan more adventures, embracing a well-rounded lifestyle that balances professional excellence with enriching personal experiences.