At NWK Group, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Meet our team, based in San Francisco:

Allison Werner

Client Operations Associate

Allison brings a year of experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco. Allison...

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Brian Acard, AAMS®

Financial Advisor/Research Associate

Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate.

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Cathey Le Hudson

COO & Relationship Management

Cathey brings more than 18 yrs of experience in Client Relationship and Account Management; over 12 years specifically in the retirement plan industry.

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Cherif Nahas

Financial Advisor

As a Financial Advisor, Cherif provides financial consulting services to private wealth clients. Prior to joining NWK Group, Cherif worked for the past 30 years as a firefighter with Palm Beach County Fire Rescue retiring with the...
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Ian W. Lund, CPFA®

Client Relationship Manager

Ian brings more than eight years of private wealth management, investment guidance and relationship management experience. As a Client Relationship Manager, Ian consults and ensures Plan Sponsors' fiduciary needs are met through...

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Jim Kolinos, AIF®

Founder Emeritus

Jim is one of the founders of NWK Group, Inc. 

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Marte Werner, AIF®, CPFA®


Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients. 


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Nadim Joseph Nahas, AIF®

Principal, Portfolio Manager

Nadim is one of the founders of NWK Group, Inc. He leads the investment and research process and serves as portfolio manager for private wealth and institutional clients.

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