We Believe Great Client Service Starts with Great People
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation
We strive to provide excellent customer service and empower you to be a confident investor
Nick Chlumsky CFP® CRPC™
Managing Director
Nick joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007. A native of Southwest Florida, he graduated from Stetson University with a Bachelor of Business Administration and earned his Masters of Science in Business Management with honors from Hodges University. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER® Professional, Nick takes a holistic approach to investment planning and management with the group’s clients. In addition, Nick assists with portfolio construction and implementation, conducts market research, performs mutual funds due diligence, and provides asset allocation analysis.
Away from the office, you can find Nick spending time with his wife (Lisa) and 3 children (Alexandra, Nicky & Lauren). He is an avid boater and loves spending time on the water, whether it’s fishing, sailing or even catching the beautiful Southwest Florida sunsets with his family! Nick also is a frequent flyer and takes on the skies finding freedom and excitement in flying airplanes. Nick Chlumsky, CFP®, CRPC™
Managing Director
Michael Siefert, CFA®
Chief Investment Officer – Financial Advisor
Michael is a seasoned financial professional with 13 years of industry experience. He holds a Masters of Science in Finance from Florida State University and Bachelors of Science in Finance from Florida Gulf Coast University.
As a distinguished Chartered Financial Analyst®, Michael brings a wealth of knowledge and analytical prowess to the table. Before transitioning to an advisor, he played a pivotal role in managing high net worth portfolios at Wells Fargo Private Bank*. This experience not only honed his strategic insight but deepened his understanding of the intricacies of wealth management.
Throughout Michael’s career, he has focused on an unwavering commitment to guiding clients through the complexities of financial decision-making. With a blend of academic excellence, industry acumen, and experience in managing portfolios, Michael stands as a trusted partner for those seeking financial advice and strategic wealth management.
Raised in Fort Myers, he has a deep appreciation for the city that shaped his upbringing. Michael gives back to the community as Co-Team Lead for the United Way Fund Distribution process, coach of his son’s youth sports teams.
Outside of work, Michael cherishes moments with his wife (Taylor) and son (Harrison). You may see him on the weekends coaching his son, rooting on the Florida State Seminoles, playing a round of golf or spending time with his many family members in the Southwest Florida area.*The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A.
Michael Siefert, CFA®
Chief Investment Officer – Financial Advisor
Scott Merhige
Managing Director - Investment Officer
Scott has been a Financial Advisor since 1984, and currently holds the FinRA series 7,9,/10 (formally 8), 63 and 65 registrations. Scott helps individual and non-individual clients (charities, non-profits, corporations, etc.) manage their investment assets and portfolios by developing investment plans specific to their investment objectives. When working with clients, Scott aims to listen, respect their objectives & risk tolerance, provide high-quality service, and use his extensive experience to best position them to help them achieve their financial goals.
When not in the office, Scott enjoys playing golf, albeit not too well, and spending time with his wife, sons, and friends. Scott Merhige
Managing Director - Investment Officer
Molly Kee
Marketing Director
As the Marketing Director at Chlumsky Wealth Management Group, Molly brings energy, creativity, and a personal touch to every client and community interaction. She leads the firm’s internal marketing strategies, coordinates impactful community outreach efforts, and plans the meaningful client events that reflect the firm’s values and commitment to relationships. In addition to her marketing role, Molly continues to support the team in client services, offering a well-rounded perspective that bridges communication and care. Her passion lies in helping clients feel connected, informed and confident – both in their financial journey and their experience with the firm.
Prior to her time with the Chlumsky Wealth Management Group, Molly worked in the field of Health Care Administration and Marketing. She was instrumental in developing the processes and standards for some of the area’s most prominent optometry practices and her experience there is where she developed her passion for client service and engagement. Molly utilizes her eight years of experience in this field to foster high-quality client relationships while helping to ensure organizational efficiency and compliance for the Chlumsky Wealth Management Group.
Outside of work, Molly is passionate about giving back to the community. She volunteers her time to the Committee of the Lee County Cattle Baron’s Ball in support of American Cancer Society. Also, as a proud and dedicated FSU fan, she serves as the Secretary for the Seminole Club of South Florida. Go Noles!
When she is not planning your next event or volunteering in SWFL, you can likely catch Molly on the beach volleyball courts enjoying the Florida Sunshine! Molly Kee
Marketing Director
Pamela Mahar
Senior Registered Account Administrator
Pam is a familiar and trusted voice at Chlumsky Wealth Management Group, often serving as the first point of contact when clients call the office. With nearly three decades of experience, she brings a wealth of knowledge and a calm, solutions-focused approach to every interaction.
Pam began her career in 1996 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, and has been a valued part of the Chlumsky Wealth Management Group team ever since. She holds her Series 7 and 63 registrations and serves as our Senior Registered Account Administrator, supporting both clients and advisors with a high level of professionalism and care.
As one of the longest-standing members of the team, Pam is often the go-to person for clients with questions or requests, big or small. Her long-standing experience and dedication make her an essential part of our day-to-day operations and client relationships.
Pam and her husband Jeff have called Fort Myers home since 1989. They enjoy the Florida lifestyle to the fullest and love hosting friends and family. On the weekends, you’ll often find Pam at a blues festival, concert, or enjoying live music around town. Pamela Mahar
Senior Registered Account Administrator
Beth Di Roma
Senior Registered Client Associate
Beth brings over two decades of industry experience and a deep commitment to client service in her role as Senior Registered Client Associate at Chlumsky Wealth Management Group. Originally from New Jersey, she made Cape Coral her home in 2000, where she and her husband Phil raised their three children, each a proud graduate of the University of Florida. Go Gators!
From 2013 to 2022, Beth earned the prestigious Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction—this is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. She was nominated for and in 2025 began a two-year term to serve on the Client Associate Advisory Board. In this role, Beth solicits feedback from her peers to identify trending issues that are impacting Client Associates across the Firm and, in turn, partners with FiNet Divisional Business Managers to provide recommendations and best practice ideas.
Since joining the team in 2015, Beth has remained a steady and trusted presence, holding her Series 7 and 66 registrations and supporting clients with both administrative expertise and trading capabilities. Known as the “go-to” person in the office, Beth’s broad knowledge, attention to detail, and calm under pressure make her an invaluable resource to both clients and the team.
Outside the office Beth prioritizes health and wellness, often heading to the gym after work for a cardio and strength training workout before heading home. She enjoys spending time outdoors making the most of Florida’s beautiful weather. She enjoys relaxing by the pool with a good book. Most recently, she’s embraced a joyful new role—becoming a grandmother—and cherishes time spent travelling and making memories with her growing family. Beth Di Roma
Senior Registered Client Associate
Katie Siefert
Client Associate
Katie is a client-focused and detail-oriented member of the Chlumsky Wealth Management Group team, known for her warm demeanor, strong organizational skills, and commitment to providing exceptional client experiences. With a degree in Marketing from Florida Gulf Coast University and a background in customer service, she brings a thoughtful and solutions-driven approach to every client interaction.
As a Client Associate for the CWMG team, she is dedicated to helping clients navigate the administrative side of wealth management, always aiming to make the process smooth, clear, and confidence-inspiring. She stays current on market trends and strategies to better understand the evolving needs of clients and help ensure timely, accurate support.
Katie is also a constant source of positivity in the office—always greeting clients and colleagues with a smile. Her friendly attitude and helpful nature contribute to the welcoming environment that sets Chlumsky Wealth Management Group apart.
She is actively involved in the local community through her volunteer work with the Cape Coral Soccer Association. Outside the office, Katie enjoys spending time with her husband, Patrick, and their three children—Carter, Cooper, and Ashlyn—often cheering from the sidelines at hockey games or enjoying Florida’s sunshine together. Katie Siefert
Client Associate