Nick Shultz, CFP®, RICP®, ChFC®, CLTC®
Wealth Management Advisor


Omni Wealth Management

Team Members

 
Amber S Akhtar

Amber S Akhtar

Director of Operations
Office 781-224-1654

Amber began her career with Northwestern Mutual in 2014.  After graduating with a degree in communication and business administration from the University of New Hampshire, Amber was excited to start a career in client services and practice management.  

Amber's primary role is managing day to day operations, as well as servicing our investment clients. 

Amber holds her MA and NH Life, Accident & Health Insurance licenses, as well as her Series 7 & 63 securities registrations.

In her spare time, Amber enjoys traveling and spending time with her family and friends in her home town of Portsmouth, NH.

 

 
Katina Schultz

Katina Schultz

Executive Assistant
Office 781-246-1010

In April 2020, Katina joined Omni as an Executive Assistant after a long career in sales and an interest in pursuing the financial industry. Graduated from Northern Vermont University with a Bachelor’s degree in Anthropology/ Sociology and a passion for helping others while building and maintaining long lasting relationships.

Katina’s primary responsibilities are delivering high quality service to potential and existing clients. In addition to supporting business flow related to calendar management, data management, onboarding support and communications between office and clients.

Katina lives in Windham, NH with her husband Joe, son Hunter and daughter Addison. She enjoys her time with friends and family and depending on the season either skiing in VT or hanging out on a nearby lake; waterskiing, swimming and enjoying the sunshine.

 

 
Matthew J Burckhardt

Matthew J Burckhardt

Associate Wealth Management Advisor
Office 617-531-9568

Matt began his career at Northwestern Mutual in 2011, as a college intern. After graduating from Penn State with a degree in Finance and International Business, he became a Financial Advisor and ran his own practice for 6 years.

In August of 2018, Matt had the opportunity to join Omni and expand his client base while helping him live up to the promise of creating and maintaining a concierge level of service.

Matt's primary role on the team working with clients to reach their financial goals, implementing tactical solutions to help clients achieve those goals, conduct planning reviews with existing clients, and help Sam and Nick leverage time so they can focus on the vision and growth of Omni.

Matt holds his MA Life, Accident & Health Insurance license, as well as his series 7, 6, 63 & 65 securities registrations and CERTIFIED FINANCIAL PLANNER™ designation,  CFP® .

Matt lives in Boston. He enjoys spending time with his wife Ashley, and is a blue belt in Brazilian jiu-jitsu.

 

 
Ashley Toppel

Ashley Toppel

Director of Client Services
Mobile 561-716-0687

Ashley joined Omni starting as a summer intern in 2017 and began full time in August of 2017, as an Operations Associate. Ashley now manages all insurance underwriting and investment operations.

Ashley holds her MA Life, Accident & Health Insurance Licenses, as well as her Series 7 & 63 securities registrations.

Ashley recently graduated with a bachelor's degree in Business Administration and Management at Boston University where she was Vice President of Social Responsibility for her sorority. Before attending BU, Ashley grew up in Boca Raton, Florida with her family. Outside of work, Ashley enjoys spending time with friends and her puppy, Sadie.

 

 
Corey T. Creel

Corey T. Creel, MBA

Financial Planning Analyst
Mobile 781-738-4822
Office 781-224-1619

In June 2019, Corey joined Onin as a representative in Nashville, Tennessee after graduating from the University of Kentucky with his Bachelor’s degree in Finance and Masters in Business Administration. In December 2019 Corey had the opportunity to transfer to Boston and join the team as a Financial Planning Analyst.

Corey currently holds his Life, Accident & Health Insurance licenses in AL, KY, MA, and MI, as well as his Series 66. Corey’s primary responsibilities are building, analyzing, and reviewing client financial plans.

Corey lives in Quincy, MA and enjoys skiing and the beach. He also enjoys football and spending time with family and friends.

 

 
Hayley Worstell

Hayley Worstell

Client Relations Manager
Office 617-742-6200

Hayley began her career with Omni in 2021. After graduating from Texas Tech University with a degree in Nutritional Science she had a 10 year career in the Pharmaceutical Industry. 

Hayley’s role is Client Relations Manager where her primary responsibilities are ensuring that clients and potential clients have set meetings to handle their financial needs. 

Hayley enjoys spending time with her pride & joy twin girls, Emery and Parker. Along with her husband, Matt in Dallas, Texas. In their spare time they spend the majority of their time at the lake skiing and wakeboarding.

 
Vincenzo Terranova

Vincenzo Terranova

Financial Planning Analyst
Office 781-224-1657

Vincenzo joined Omni as an associate financial representative in 2017, after graduating from Boston University with a degree in Economics. While at BU, Vincenzo was a member of the Undergraduate Economics Association.

Vincenzo currently holds his MA Life, Accident & Health Insurance licenses. Vincenzo works closely with Nick to build and analyze our client's financial plans.

Vincenzo lives in Gloucester, Massachusetts and is an avid rower. When he is not on the ocean he enjoys playing hockey and spending time with his family.

 

 
Cynthia White

Cynthia White

Operations Assistant
Office 781-246-1010

Cynthia began her career with Omni in June 2021, after graduating with a degree in Business and Psychology from St. Lawrence University.

Cynthia’s primary role is assisting in the management of all insurance underwriting, as well as assisting in the building and analysis of our client’s financial plans.

Cynthia holds her MA Life, Accident & Health Insurance Licenses, as well as her SIE.

In her spare time, Cynthia enjoys spending time with family and friends.

 

 
Kaleigh Rallo

Kaleigh Rallo

Client Service Coordinator
Office 781-246-1010

Kaleigh began her career with Omni in 2022. She is currently pursuing a Master’s degree in Business Administration with a concentration in Accounting and Finance from Endicott College.

Kaleigh’s primary role is insurance operations.

Kaleigh holds her MA Life, Accident & Health insurance licenses.

In her spare time, Kaleigh enjoys boating and spending time with her kids and family at their summer house on the Cape.

 
Christopher Ray

Christopher Ray, CFA®

Director of Investments

Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Previous employers include Putnam Investments, Mercer Investments, High Vista Strategies, and Man-Numeric. Chris is also a long-time Northwestern client and has first-hand experience integrating risk and asset management strategies as part of a comprehensive wealth management framework.

Chris is a CFA® charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations.

A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book. In addition, Chris serves as a member of the board of trustees at Proctor Academy where he chairs the investment committee.

 

Brendan Thomas White

Office 617-742-6200
 

Julius Swaim

Office 781-246-1010
 
 

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