Thomas R. Nikles, ChFC

Thomas R. Nikles, ChFC

President and CEO

Phone: 610-530-2112 ext. 290
Fax: 610-530-8672
E-mail:


Tom is a graduate of Nazareth Area High School. Upon graduating from Nazareth, he initially received an appointment to attend the U.S. Military Academy, where he completed the New Cadet Basic Training program.  After leaving West Point, he was heavily recruited for football and chose Lehigh University. Tom went on to graduate from Lehigh in 1982 where he received his Bachelor of Science Degree with a major in Finance.

He began his career as a Marketing Representative for the John Hancock Financial Network upon graduating from Lehigh in May of 1982. Tom was a leading representative for many years while successfully building his own clientele, and was pursued for a career in management in 1987. Throughout the 1990's, he built a successful team of leading representatives and eventually became Chief Operating Officer during the formation of Keystone Financial Management in January of 2001.  On January 1, 2007, Tom became the President and Chief Executive Officer of Keystone Financial Management.

Tom is a resident of Bethlehem, PA where he resides with his wife, Christine. Tom is also the proud father of two grown children, Amber and Eric.

Professional Experience

President and CEO, Keystone Financial Management, 1/2007 - present
Chief Operating Officer, Keystone Financial Management, 1/2001 – 12/2006
Associate General Agent, Allentown General Agency, 1/1994 – 12/2000
Sales Manager, Signator Financial Network, 4/1987 – 12/1993
Financial Representative, John Hancock, May 31, 1982 - present

Professional Designations

Chartered Financial Consultant (ChFC), the American College.

Professional Licenses

Life, Accident & Health Licensed in Pennsylvania & Multiple States
FINRA Series 6, 7, 22, 24, 51, 63 & 65 Registered

Professional Honors

Signator Hall of Fame Inductee - 2014

ACE (Achieving Client Excellence) Qualifier 2009-2015
President’s Conference, 1983 - 1989, 1991, 1992, 1993;
Life Member Inductee, President’s Conference, 1989;
Super Achievers Club, 1987, 1992;
National Quality Award, 1984 – 1988;
National Sales Achievement Award, 1985, 1987, 1988;
Sales Manager's Recognition Conference, 1990 – 2001;
Sales Manager’s Outstanding Achievement Citation, 2001;
Life Member Inductee, Sales Manager's Recognition Conference, 1997;
The Vincent C. Bowhers Quality Award, 1997, 1998, 1999

Citation Award as Associate General Agent and Associate Managing Partner:
1985, 1988, 1993, 2001, 2004, 2005

LEX (Leading with Excellence) National Growth Leader 2008, 2009, 2011 
Perennial LEX Growth Leader and among top firms for Signator Investors, Inc.

Education

U.S. Military Academy, New Cadet Basic Training, 1977;
Bachelor of Science in Business and Economics, Majoring in Finance, Lehigh University, 1982.

Athletics

Nazareth Area High School Football Captain
District and School Track and Field Record Holder – Javelin
1979 NCAA Division IAA Football Championship Participant
1980 NCAA Division IAA Football Championship Semi-Final Participant