Marisa is a graduate of The Ohio State University where she earned a degree in Consumer & Family Financial Services. Marisa’s reputation on the team is that her keen intelligence is matched only by her quick wit. Marisa raises the bar on client service standards by making client money movement, account updates, and new account openings as easy-breezy as possible. She embodies our core values of teamwork, growth mindset, and enjoyment. Her attitude, attention to detail, and efficiency have made her a vital contributor to training new team members.

Splitting her time between Ohio and Illinois, Marisa enjoys exploring local thrift stores and discovering new restaurants. She finds it exciting to share both her professional and personal experiences in these two vibrant areas. She is a dedicated Columbus Crew fan and intense pickle ball competitor. She is also more than willing to use planes, trains, and automobiles to go on adventures with family and friends and/or assist in bringing new NEST offices online.

Katelyn came to us with many years of experience in the administrative field. Her attention-to-detail and the ability to make sure the job gets done have been a perfect fit for her most recent role as an Executive Operations Specialist on our operations team. While she still lends the “Special Ops” Team her expertise on a variety of needs for our various offices, she now focuses most of her time on spearheading the smooth transitions of new affiliates. Branding, licensing, account transfers, technology and property management are just a handful of the areas she coordinates to welcome new advisor teams and their clients to our NEST!

Katelyn has been native to Ohio her whole life, but she is more than happy to jump in cars or on planes to be on-site for transitions regardless of their zip code. She is usually very busy attending sporting events for her three children, Raelyn, Jordyn, and Jaxtyn in all seasons! In her “spare time”, she enjoys attending live sports and concerts with her husband, Jake, as well as finding new camping and fishing spots.

Polina joined the team in 2021 bringing with her 13 years of experience in the financial services industry. Prior to joining NEST Capital, she worked for another boutique wealth management practice assisting clients by analyzing complex financial situations while providing solutions aimed at reaching their financial goals. She manages relationships for some of our most complex clients and situations. In addition, she uses her analytical skills and deep knowledge of investment planning concepts to collaborate with our Financial Advisors and Client Services Advocates to design the ideal service/execution strategy for each client. Polina graduated from the University of Pittsburgh with a Bachelor’s Degree in Business Administration with concentrations in Finance and International Business. She also holds her FINRA Series 6, 7, and 63 securities registrations as well as life insurance licenses.

Polina is a Pittsburgh native, but currently lives in Powell with her husband, Michael, and their two young children, Gabe and Karina. They enjoy traveling, cooking, supporting local breweries, and staying active outside with the kids.