Nicole Middleton, CFP®
Founder and CEO
At Strategy Squad, Nicole oversees the daily operations of the firm and works closely with all our clients to find appropriate solutions to enhance and protect personal, and family wealth. Her experience as a financial advisor started at Merrill Lynch Wealth Management in San Francisco, where she worked with a senior team of advisors to provide high-end wealth management services and solutions for individuals and families. During her time at Merrill Lynch she supported the team in building relationships with new and existing clients, and created customized investment strategies for growth and stability for clients centered around the use of alternative investments and financial planning. Prior to working in financial services, Nicole began her professional career working in the entertainment industry, both in television and film production. She helped produce popular shows for FX Networks, and served as a producer and communications director for actor and activist, Danny Glover.
Nicole is a CERTIFIED FINANCIAL PLANNER™, holds Series 7 and 66 certifications, and is a registered IAR with FINRA. She is a graduate of the Ageno School of Business at Golden Gate University, where she earned a master’s degree in Financial Planning. She also holds a B.A., English, from the University of Southern California.
Founder and Managing Partner
With Strategy Squad, Dennis brings decades of financial and tax experience to help our clients make the right choices on financial strategies to select. For over 30 years, Dennis has held responsible positions with major accounting firms and publicly held companies in the areas of financial accounting and tax services. His employers have included Bank of America, Coopers & Lybrand, Ernst & Whinney and the State of California. Dennis was also the Director of Tax Administration for American President Companies, Ltd. for four years. Since 1990, Dennis has maintained his own accounting firm, Dennis Middleton CPA.
Throughout his career, Dennis has been involved with financial and tax planning, tax return filings, preparation of financial statements, and estimating tax provisions and reserve accountings. He also reviewed major investment proposals to determine reasonableness for financial and tax purposes. Dennis has conducted financial statement audits, managed and approved budgets, cash positions, and set policies and procedures. In addition, he has been an expert witness in trust and estate litigations.
Dennis holds an M.B.A., Taxation, from Golden Gate University, and a B.S., Accounting, from San Francisco State University. He is a Certified Public Accountant (California); and is a member of the American Institute of Certified Public Accountants, The California Society of CPAs, and the National Association of Black Accountants.