Our Team

Patti Nelson

Executive Vice President
PHONE: 856.229.1508

Patricia Nelson, Executive Vice President at Goheen Companies LLC, has over 20 years of experience in the financial services sector with industry leading companies. Beginning her career with Northwestern Mutual in 1996, followed by 10+ years with Allianz Life, Patricia has the expertise to meet your needs.

Over the past decade, Patti has partnered with multiple Broker Dealers, supporting Registered Reps and helping them navigate insurance planning for their clients.

Patti and her team of experienced professionals offer a wide variety of vital services. From providing the most comprehensive case design, carrier access, and accelerated underwriting to advanced marketing support and top compensation, we can help you meet the needs of your clients and close more business.

Product expertise includes Life Insurance, Disability Insurance, Long-Term Care, Annuity products, Voluntary Benefits, and Health Insurance. Additionally, she is actively involved in local networking groups and has a passion for educating women on what they need to know in order to become financially independent.

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