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We are Nilsine.

Authenticity isn’t a strategy, it’s who we are—genuine, confident, and real.

Nilsine Leadership

R. Scott Bills, CFP®, CPWA®

Chief Executive Officer | Partner

Brett R. Bills, CRPC®

Chief Investment Officer | Partner

Aaron P. Seeman

Chief Experience Officer | Partner

Joshua P. DeLoach, CFP®, CSRIC®

Chief Strategy Officer | Partner
Teresa L. Friess, CRPC®
Executive Director | Compliance

Our Team

Jenny Boyle
Director | Strategic Initiatives
Sofia Collins

Client Relationship Manager

Carter Hall
Investment Analyst
Noah D. Kay
Senior Client Relationship Manager
Liz Landsinger
Wealth Advisor
Devin Pope, CFP®, MBA
Senior Wealth Advisor
Michelle L. Price
Senior Client Relationship Manager
Dianna K. Saya
Director | Client Services
Samuel B. Stacey, CEPA®, ABFP™
Wealth Advisor
Missy Straw
Chief Compliance Officer

Maddie Testwuide, CFP®, CTFA

Senior Wealth Advisor
Christine Wang, CFP®, CDFA®
Senior Wealth Advisor
Dan Weeks, CFP®, CAIA
Director | Private Markets

Definitions of professional designations are available on our Disclaimer page.

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R. Scott Bills, CFP®, CPWA®

Chief Executive Officer | Partner​

Scott is the Chief Executive Officer and a founding partner of Nilsine Partners, where he leads the firm’s mission to deliver thoughtfully personalized wealth management to individuals, families, and business owners. With nearly 20 years of experience, he’s passionate about serving clients, supporting his team, and driving the firm’s long-term vision.

Before co-founding Nilsine Partners in 2021, Scott was a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he served clients for 16 years. His decision to launch an independent firm was driven by a simple but powerful goal: to create a space where advice is personal, innovative, and truly customized to each client.

Scott earned a Bachelor of Science in Finance with a minor in Economics from Utah State University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Private Wealth Advisor® designation.

He currently serves on the Foundation Board and on the Investment Committee at Utah State University and has previously held board roles with Lupus Colorado and the university’s Executive Alumni Board.

A Colorado native, Scott lives in Lone Tree with his wife, Annie, and their three daughters. Outside of work, you’ll likely find him golfing, traveling with his family, practicing yoga, skiing, or cheering on his local teams – the Broncos, Avalanche, Nuggets, and Rockies – or his Utah State Aggies.

Brett R. Bills, CRPC®

Chief Investment Officer | Partner

Brett is currently the Chief Investment Officer and a partner of Nilsine Partners. He was previously a Senior Vice President, Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management from 2001 until founding Nilsine Partners in 2021.

He received his Bachelor of Science degree in Marketing with minors in Economics and German from Utah State University. Brett holds the Chartered Retirement Planning Counselor™ designation. Brett lives with his wife, Jocelyn, and their four children in Highlands Ranch. He spends as much time as he can with his family and enjoys coaching all his kids’ various sports teams. In his free time, he also enjoys golfing, fly fishing, bird hunting, and traveling. He will always be loyal to his Colorado sports teams as well as his Utah State Aggies.

Aaron P. Seeman

Chief Experience Officer | Partner

Aaron is currently the Chief Experience Officer and a partner at Nilsine Partners. Aaron began his career with Merrill Lynch Wealth Management in 2000 and gained firsthand experience in various departments such as Ultra-High-Net-Worth Services, Bookkeeping, and Operations. He was most recently a Senior Vice President, Wealth Management Advisor and Portfolio Manager at Merrill Lynch until founding Nilsine Partners.

As a member of the team, his true passion is being a key contact for the families and foundations he serves. He is committed to delivering high-level solutions and working with external professionals to implement various charitable and trust strategies.

Aaron is originally from Texas but considers Denver home after living in Colorado for over 30 years. He currently lives in Parker, CO, with his wife, Corie, and two children, Melody and Merrick. Outside of the office, he enjoys spending time skiing on the slopes of the Rocky Mountains, making music, all things mechanical, and helping coach sports.

Joshua P. DeLoach, CFP®, CSRIC®

Chief Strategy Officer | Partner

Josh is a founding partner and Chief Strategy Officer at Nilsine Partners, where he helps shape the firm’s vision, growth, and client experience. He focuses on building thoughtful, long-term relationships with individuals and families navigating complexity – from business owners and executives to multi-generational wealth.

He began his career in 2011, spending nearly a decade at Merrill Lynch before co-founding Nilsine in 2021. Josh is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered SRI Counselor™ designation, reflecting his focus on aligning capital with purpose and long-term outcomes.

Originally from Clearwater, Florida, Josh now lives near City Park in Denver with his wife, Chelsea, their daughter Tullen, son Ramsen, daughter Aulden, and their pup, Juke. He’s a lifelong hockey fan, avid reader, and embraces an active lifestyle – balancing mountain time with cold plunges, sauna sessions, hiking, running, chasing birdies on the golf course, and a steady mindfulness practice.

Teresa L. Friess, CRPC®

Executive Director | Compliance

Teresa is currently an Executive Director at Nilsine Partners and supports the compliance team. She began her financial services career in 1986. Her love of math and people has made for an exciting career. Teresa enjoys the challenge of problem-solving, and this skill has developed into leadership and mentoring roles. She was previously a Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management until becoming Managing Director of Nilsine Partners in 2021.

In early 2020, she received the Sue Haskoor Lifetime Achievement Award for advancing women’s lives through mentoring, advocacy, leadership, and community. An Oklahoma native, Teresa received her bachelor’s degree from the University of Colorado at Denver. She has continued her education over the years, and she holds the Chartered Retirement Planning Counselor™ designation.

Teresa is actively involved with her church, participates in pickleball, and loves serving her community by volunteering. Her family remains a priority and a fun part of her life.

Jenny Boyle

Director | Strategic Initiatives

Jenny Boyle joined Nilsine Partners in November 2022 and is the Director of Strategic Initiatives. Starting in the financial services industry in 2007, she previously worked in client service and advisory roles and understands the importance of client partnership and advocacy.

Jenny earned her Bachelor of Arts degree in Economics from the University of Illinois and moved to Colorado in 2012 after growing up and living in the Midwest. She is passionate about animal welfare and affordable access to healthcare for all and is currently serving as Co-Chair of the Uptown Community Health Center’s Board of Directors. Jenny enjoys living in downtown Denver with her rescue pets and, outside of work, loves to travel, go to concerts, and participate in outdoor activities – particularly golfing, hiking, and camping.

Sofia Collins

Client Relationship Manager

Sofia joined Nilsine Partners in September 2025 as a Client Relationship Manager. Before joining Nilsine, she worked as an Associate Consultant and Program Manager in both startup and corporate environments. Sofia graduated from the University of Florida with a focus in Management and Information Systems. 

Sofia joined the firm because of the trust and confidence she has seen it build with clients and within the team. She is passionate about being a part of something bigger than herself and creating a lasting impact that helps others. Although she is originally from South Florida, Sofia loves all things seasonal and is exploring more of Colorado since moving from Boston. Her hobbies include lifting, skiing, hiking, and learning to cook new foods. 

Carter Hall

Investment Analyst

Carter is currently an Investment Analyst at Nilsine Partners, where he supports the firm’s investment research, portfolio construction, and structured product strategies. He works closely with the Chief Investment Officer on equity analysis, market outlooks, and developing investment models that align with client goals. This is Carter’s first role after graduating from college, and he brings a thoughtful, disciplined approach to his work and a strong desire to keep learning and growing in the field. He holds a Series 65 registration.

Originally from Alpine, Utah, Carter earned his bachelor’s degree in Business Management with an emphasis in Economics from Brigham Young University–Hawaii. He also completed minors in Visual Arts and Health & Human Performance. While in school, he served as President of the Economics Club, worked as a Teacher’s Assistant for the Business Program Lead, and was recognized with the Outstanding Graduate Award for his track.

Outside of work, Carter enjoys skiing, surfing, golf, fishing, and staying active through regular exercise. He values routine but enjoys a good adventure and is always looking for new ways to challenge himself – both professionally and personally.

Noah D. Kay

Senior Client Relationship Manager

Noah is currently a Senior Client Relationship Manager at Nilsine Partners. Immediately after graduation, Noah began his career in the financial services industry, holding various positions throughout the country while working for Merrill Lynch for over 22 years. Noah’s past experience includes time in Advisory Services, Insurance and Annuities, Asset Transition Services, Alternative Investments, and most recently as a Registered Senior Wealth Management Associate. Noah has been with the team since 2017 and transitioned to Nilsine Partners as a Client Relationship Manager in 2021.

Noah was born and raised in Colorado. He graduated from Colorado State University with a bachelor’s degree in Consumer Sciences with an emphasis in Finance. Noah previously held Series 6 and 7 securities registrations and still holds his Series 66 registration. Noah strongly emphasizes building strong relationships with clients as he navigates their needs.

Noah lives in Aurora with his husband, Ben, and their three dogs, Missy, Bagel, and Legend. Noah is an avid Denver sports fan and enjoys spending time with his family, as well as traveling, bowling, golfing, hiking, and spending time with his pups.

Liz Landsinger

Wealth Advisor

Liz Landsinger joined Nilsine Partners as a Wealth Advisor in April 2025. Prior to joining the team, Liz spent the last four years at Bernstein and most recently served as a Relationship Manager on their Ultra-High-Net-Worth platform. Liz is passionate about helping clients get the most out of their wealth by understanding and acting on the values and priorities that are most important to them.

She brings with her a diverse background, having received her Bachelor of Science degree in Economics from Bryant University in Smithfield, RI, as well as a Master of Arts in Acting from the Academy of Art in San Francisco, CA.

Originally from Massachusetts, Liz has lived coast to coast but put down roots in Denver in 2020 due to her love for the outdoors. Outside of work, she enjoys hiking, running, golfing, playing volleyball, and spending time with her husband and their Siberian cat, Gizmo.

Devin Pope, CFP®, MBA

Senior Wealth Advisor

Devin Pope is a Senior Wealth Advisor at Nilsine Partners with more than 20 years of experience helping clients navigate complex financial decisions. He is a CERTIFIED FINANCIAL PLANNER® professional and holds an MBA from Westminster College in Salt Lake City, Utah.

Devin’s approach to wealth management is grounded in building long-term relationships and delivering personalized strategies. His areas of focus include retirement planning, cash flow analysis, tax planning, insurance, and estate planning. With a comprehensive and thoughtful approach, Devin aims to help clients gain clarity and confidence in their financial futures.

Deeply committed to community involvement, Devin serves on the Board of Directors for both the Utah Humane Society and the Greater Salt Lake Area Chapter of the American Red Cross. He is also a member of the Salt Lake Estate Planning Council.

Outside the office, Devin enjoys spending time with his family and exploring the outdoors. From skiing to hiking, he takes full advantage of the recreational opportunities Utah has to offer.

Michelle L. Price

Senior Client Relationship Manager

Michelle joined Nilsine Partners in March 2022. With 25 years in the financial services industry, Michelle follows a disciplined process that begins with taking the time to get to know each client, their individual circumstances, and what matters to them most. She is passionate about delivering excellent service.

Michelle and her husband moved to Colorado five years ago. Michelle enjoys the outdoors, traveling, cooking, and most of all, spending time with her two dogs. As a Wisconsin native, Michelle is an avid Green Bay Packers fan.

Dianna K. Saya

Director | Client Services

Dianna currently serves as a Director of Client Services at Nilsine Partners. Dianna began her career in customer service directly out of college. She graduated with a Bachelor of Science degree in Business Management from Colorado Mesa University. After 12 years in hotel management, she joined Merrill Lynch as a Client Associate. Over the next 18 years, she held various positions within Merrill and quickly ascended to Wealth Management Associate before joining Nilsine Partners as a Client Relationship Manager in 2021. Through three decades of client service, she has learned and understands the value of building long-term relationships.

Dianna and her husband, Joshua, live in Lakewood with their two rescue puppies. She is a proud stepmother of two daughters and aunt to many. When not indulging her lifelong passion for the Denver Broncos, she can be found on the water – boating, water skiing, and fishing.

Samuel B. Stacey, CEPA®, ABFP™

Wealth Advisor

Sam joined Nilsine Partners in the spring of 2022. He is registered as a wealth advisor and works closely with the other advisors on the team. Sam received his Bachelor of Science degree in Marketing from the Marriott School of Business, Brigham Young University, with an emphasis in Consumer Behavior and Brand Management. Sam has earned the Certified Exit Planning Advisor® designation through the Exit Planning Institute. He also holds the Accredited Behavioral Finance Professional™ designation.

Sam dedicates himself to being a fiduciary for each client. He works closely with business owners and executives to help them plan and prepare for their strategic growth and potential liquidity events.

Sam is originally from Alpine, Utah, but now lives in Colorado with his wife, Annika, and their son, Dorin. He and his family enjoy traveling, hiking, skiing, and supporting the various sporting events that Colorado has to offer. In his free time, Sam loves golfing, all water sports, and woodworking.

Missy Straw

Chief Compliance Officer

Missy serves as the Chief Compliance Officer at Nilsine Partners. Missy began working in the financial services industry with Merrill Lynch in 2006, where she worked in various roles ranging from cashiering/wire operator to assisting the office management team with compliance policy adherence and risk mitigation. She was most recently a Registered Wealth Management Client Associate from 2017 until joining Nilsine Partners in 2021 as a Client Relationship Manager.

Missy is a Colorado native and currently lives in the Morrison area with her husband, Mike, and their two daughters, Riley and McKenna. Family involvement continues to be at her core, and she spends as much time as possible traveling, camping, and boating with her family. She loves to cheer on Riley and McKenna in their sports activities and to volunteer at their school. In her free time, Missy is often found cooking or gardening, which she is also passionate about.

Maddie Testwuide, CFP®, CTFA

Senior Wealth Advisor

Maddie joined Nilsine Partners in April 2025. Prior to joining Nilsine, she was a Senior Client Advisor at one of the nation’s leading multi-family offices. In her role, Maddie was responsible for providing high-net-worth clients with proactive, highly personalized advice across Investment Management, Wealth Planning, Tax Strategies, Estate Planning, Trust Administration, and Family Office Services.

Maddie is deeply committed to building lasting client relationships and takes pride in helping individuals and families navigate the complexities of wealth with care and precision. She is dedicated to delivering holistic, customized solutions with a particular focus on helping families align their financial goals across generations and supporting the advancement of women in wealth.

She is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Trust and Fiduciary Advisor, and a graduate of Cannon Trust School. Maddie earned her B.A. in Economics and Communication from Denison University, where she was inducted into the Omicron Delta Epsilon and Lambda Pi Eta Honor Societies.

Originally from Charlotte, North Carolina, Maddie now lives in Centennial with her husband, Mike, and their young daughter, Hallie. Outside of work, she enjoys spending time with family and friends, hiking, and exploring the Colorado mountains.

Christine Wang, CFP®, CDFA®

Senior Wealth Advisor

Christine Wang is a Senior Wealth Advisor with over 16 years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® certificant, she brings specialized expertise in comprehensive financial planning, investment strategy, and guiding clients through major life transitions.

Christine is passionate about empowering her clients to make informed, confident decisions about their financial lives. She takes a highly personalized approach, aligning each strategy with her clients’ goals, values, and evolving circumstances—whether they are focused on growing and preserving wealth, planning for retirement, or navigating the financial complexities of divorce. She is dedicated to serving as a fiduciary, always acting in her clients’ best interests with integrity and care.

Known for her thoughtful guidance and attention to detail, Christine builds long-term relationships rooted in trust, transparency, and proactive communication. She is committed to being a steady partner and advocate, helping clients feel confident in every stage of their financial journey.

Originally from Florida, Christine is active in her community and enjoys spending time outdoors, especially hiking and snowboarding. She lives with her husband, Ryan, and their dog, Marley.

Dan Weeks, CFP®, CAIA

Director | Private Markets

Dan Weeks is the Director of Private Markets at Nilsine Partners. With 20+ years of experience, Dan has spent most of his career serving the complex financial needs of business owners, entrepreneurs, and multi-generational families. He is passionate about making private market investments accessible and understandable to all investors.

Dan earned his Bachelor of Arts degree in Business Administration from Kansas Wesleyan University. He holds the CERTIFIED FINANCIAL PLANNER® designation and is a Chartered Alternative Investment Analyst charter holder. Dan is a Colorado native. He lives in Castle Rock with his wife, Melanie, and their three boys. When he’s not coaching his sons’ youth basketball teams, he enjoys being outdoors playing golf, camping, fishing, or mountain biking.

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