Get to Know Elm3
Our Elm3 team delivers individual and small business financial services including investment advisory, tax preparation, insurance services, accounting, bookkeeping and financial planning. With our variety of offerings, our team is able to analyze each client’s unique situation and extend an individualized and comprehensive services package.
We invest with discipline, no matter the market. Our tax preparation and planning recommendations are made to minimize your tax obligations for a better bottom line. And insurance evaluations are determined based upon each client’s unique circumstance. With all of these elements working together, financial decisions can be made with a full-picture approach.
Although every person and every business has different financial needs, one thing is the same. Your finances are interrelated. Your investments affect your taxes. The right insurance coverage can protect your family or estate. And if you own a business, your accounting affects your payroll. Having a partner that understands how these factors work together will give you the tools to manage your finances with confidence.
Get To Know The Elm3 Team
Stacey Nickens, CPA/PFS, CFP®, MBA
As principal and founder of Elm3, Stacey uses her expertise in financial planning, investment management, tax preparation, and accounting to approach each client’s financial situation from several different perspectives. She understands that each person comes to the table with a unique perspective on their financial outlook, and she works to create a successful solution for each client in accordance with their unique viewpoints and needs. Stacey is a CFA Level II candidate.
Stacey holds a BS degree in Accounting from Purdue University and an MBA in Finance from Northwestern University’s Kellogg School of Management. She is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA), Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and National Association of Tax Professionals (NATP).
When not creating unique financial solutions for her clients, she enjoys spending time with her two daughters, hiking North Georgia mountains with her dog, and gardening in her backyard. A native of Chicago, Illinois, Stacey has lived in the Atlanta area since 2001.
Kelly Wagner, EA
As one of Elm3’s most seasoned team members, Kelly is equipped to handle almost any client request. She specializes in individual and closely held business tax and accounting services, including tax preparation, bookkeeping, payroll services and new business registrations. Kelly serves as the lead of our tax services team. Kelly is an Enrolled Agent (EA), a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS. She also maintains her certification as a QuickBooks ProAdvisor®.
Originally from a small town in Colorado, Kelly moved to Cumming, Georgia, in 2001 where she lives with her husband and two daughters. She enjoys spending time with her family and friends, watching the girls play sports and cooking outdoors.
Heike, EA is a Senior Accountant and Enrolled Agent (EA), a federally authorized tax practitioner empowered by the U.S. Department of Treasury to represent taxpayers before the IRS. Heike received her AA in Accounting in 2017 and is currently working on her QB Pro Advisor Certification. Heike moved to the United States in 1991 all the way from Germany; and to North Georgia in 1993 where she owned her own Gym for over 9 years. This experience makes her perfect to handle your small business bookkeeping needs and payroll services.
In her free time, Heike enjoys spending time with her two daughters, traveling, beach trips, exercising and enjoying wonderful foods.
Raquel is our Client Services Manager who oversees the day to day operations of the office as well as the administrative needs of our Investment Advisory clients. Raquel has Bachelor of Arts Degree from Texas Tech University and has been working in Management, Client Services, Operations, Human Resources for both Retail and Wholesale Sales for over 18 years.
When Raquel is not working you might find her cooking up a meal to remember to share with her family and friends; or spending time with her husband, Chris and their two children, either traveling, to destinations near and far; or visiting family in South Carolina and Texas.
Connie is one of our Senior Accountants who has been working in the accounting field for more than 20 years; including invoicing, payroll, account reconciliations and collections. Connie has also managed various Human Resources responsibilities for over 15 years. Connie received her AA in Accounting and plans to continue pursuing her BA. Connie has a varied background including work in staffing, construction, IT, agriculture and finance sectors. When not working, you can find Connie watching her boys play baseball, reading, and enjoying her beautiful backyard.
Kat grew up in Massachusetts and graduated from the University of Massachusets. Kat moved to Georgia in 2013 to take advantage of the blossoming film industry in the Atlanta area. When Kat is not working here at Elm3 Financial, you may find her pursuing one of many hobbies such has scuba diving, horseback riding, learning to ride motorcycles, or keeping up on her stunting skills for a new film.
Born in Chicago, Margaret grew up poolside in the hot suburbs of Georgia. They attended Brown University and have worked as a professional writer, educator, and analyst. As Elm3’s Engagement Specialist, Margaret currently supports Elm3 with data and financial analysis, financial planning, marketing, and client communication. Margaret conducts broad-based market, sector, industry, and company research for the firm and presents their research in engaging emails, blog posts, and newsletters. Margaret additionally serves as an onboarding specialist for new financial planning clients. When Margaret isn’t at work, you can find Margaret playing with their three rescue pups, cooking homemade pizza, and reading more books than can fit in one house.
Mary Beth Pritchard
As Elm3’s Receptionist and Administrative Assistant, Mary Beth Pritchard is the friendly face greeting clients from our front desk and the kind voice answering your phone calls. Mary Beth has over 20 years of experience working in sales, billing, and reception. Mary Beth grew up in the Saint Louis area. She spent a short time in Tampa before settling down in Cumming, Georgia, with her husband of more than 25 years and their two children. Mary Beth enjoys spending her free time traveling, hiking, and walking her giant and adorable Great Dane named Wicked.