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
Pamela Mahar
Senior Registered Account Administrator
Pam joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1996 as a Financial Associate. She received her Series 7 and Series 63 registrations and quickly became an integral part of the Chlumsky Wealth Management Group as our Senior Registered Account Administrator.
Pam and her husband Jeff have lived in Fort Myers since 1989 and enjoy boating, beaching, and entertaining in their Florida lifestyle. Pamela Mahar
Senior Registered Account Administrator
Beth Di Roma
Senior Registered Client Associate
Beth moved from New Jersey to Cape Coral, FL in 2000 where she lives now with her husband Phil. Her three children have all grown up here and have graduated from the University of Florida in Gainesville.
Beth joined the predecessor firm A.G. Edwards & Sons in 2000 and continued with the organization through Wachovia Securities, a predecessor firm of Wells Fargo Advisors. From 2013 to 2022, Beth earned The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction which 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.
Beth joined our team in June 2015 as a Senior Registered Client Associate and holds the Series 7 and 66 registrations which enable her to place trades in addition to providing exceptional client service in both an administrative and operational capacity.
Community involvement and charitable giving is very important to Beth. She volunteers at the Harry Chapin Food Bank and has participated in United Way fundraising and Branch shred events for the community.
In her leisure time, Beth enjoys traveling and spending quality time with family and friends. Beth Di Roma
Senior Registered Client Associate
Katie Siefert
Client Associate
Katie is a diligent and client-focused professional with a background in customer service and a passion for helping others achieve their financial goals. With a degree in Marketing from Florida Gulf Coast University, she joined the Chlumsky Wealth Management Group as a Client Associate, where she quickly demonstrated her knack for building strong relationships with clients and providing them with exceptional service. Katie is dedicated to staying abreast of market trends and investment strategies to better assist clients in navigating the administrative complexities of wealth management. She thrives on the challenge of finding tailored operational solutions to help Chlumsky Wealth Management Group clients have confidence in their investment process.
Katie is committed to giving back to the community through her involvement with the Cape Coral Soccer Association. Outside of work, you can find her spending time with her husband (Patrick) and three children (Carter, Cooper & Ashlyn). Katie Siefert
Client Associate
Molly Kee
Client Associate
As a dedicated Client Associate at Chlumsky Wealth Management Group, Molly Kee brings a wealth of experience and expertise to assist our team of Financial Advisors in helping clients achieve their financial goals. With a keen focus on marketing strategies and operational efficiency, Molly is committed to delivering exceptional service and support to our valued clients.
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 cherishes spending quality time with her family and friends, and you can often find her enjoying the Florida sunshine while playing beach volleyball. Molly Kee
Client Associate