Nicole joined Galecki Financial Management in July of 2016. She is a Client Service Representative, who assists clients with their financial needs. Nicole graduated from Indiana University- Purdue University Fort Wayne in June of 2016 earning a Bachelor’s Degree in Business Management. Prior to working at Galecki Financial, she worked at the Breast Diagnostic Center as a Client Service Representative. She also earned her Financial Paraplanner Qualified Professional™ designation in June of 2019.
Nicole enjoys listening to music, dancing, and spending her spare time with her family and friends. She also enjoys traveling and meeting new people!
Sam is a Client Service Representative who joined the Galecki Financial Management team in April of 2018. She performs Cash Flow and Risk Management analyses and assists clients with their financial needs.
Sam graduated from Indiana University – Purdue University of Fort Wayne in May of 2018. She earned a Bachelor’s Degree in Economics and Public Policy, as well as an Associates in General Business Sciences. She also earned her Financial Paraplanner Qualified Professional™ designation in June of 2019.
Sam enjoys outdoor adventures, spending time with her friends and family, and reading (especially nerdy things about economics).
Jessica Roach joined Galecki Financial Management in June of 2007 and works with Greg and Melanie on the Financial Planning staff. Jessica earned her Associates Degrees in Business Administration and Accounting from Indiana Business College in December 2006 and is currently studying to earn her CFP® designation.
Jessica has been trained in our Financial Planning and Asset Management Departments and continues to assist in each area. Jessica’s main focus is to assist in the preparation of financial planning documents for client meetings. She requests and updates pertinent client information, updates client Financial Statements and prepares the meeting Agendas. In addition, Jessica is in charge of several special projects including credit freezes, HSAs and 529 Plans.
Jessica has a daughter Kayla (1999) and a son J.J. (2014). She enjoys spending her free time with her kids. Jessica is a very important team member and GFM feels fortunate to have her on board.
Alex joined Galecki Financial Management in September of 2014. She is a Client Service Representative who performs Cash Flow and Risk Management analyses as well as assists clients with their financial needs.
Alex graduated from Indiana University- Purdue University Fort Wayne in May of 2014 earning a Bachelor’s Degree in Public Affairs. She also earned her Financial Paraplanner Qualified Professional TM designation from the College for Financial Planning in November of 2015.
Outside of the office, Alex enjoys spending time with her husband Brent and daughter Hadley. She also enjoys cheering for the Indiana Hoosiers and Dallas Cowboys!