About Us
Nick Poe
Nick joined PWA in August 2024, bringing with him over 18 years of extensive knowledge in financial services. Prior to joining PWA, Nick held roles as a Personal Financial Advisor and Portfolio Manager for trusts, endowments, and pensions, catering to some of the most successful business owners and high net worth families across multiple states. Nick's approach is characterized by a commitment to deeply understanding his clients' needs in the context of our rapidly evolving world.
Nick is a graduate of the University of Kentucky with a Bachelor of Business Administration degree, graduating Cum Laude, and holds a Master of Business Administration from Murray State University. He currently holds his FINRA Series 7, 63, 65 through LPL Financial, along with his Life and Health Insurance licenses.
Residing in Graves County, KY, Nick enjoys going to Disney World with his wife Amy and their daughter. His interests include spending time at the lake with friends and family, taking the top off a car and riding backroads, traveling, and volunteering at various non-profits and schools. Nick also enjoys biking, and has completed two Half Ironman distance triathlons.
Favorite quote: “All our dreams can come true, if we have the courage to pursue them.” – Walt Disney
Sara Thomas Burchard
Sara Thomas Burchard is a financial advisor who serves Paducah, Kentucky and the surrounding areas. She has a passion for helping clients create a plan for their finances. Sara has spent her entire professional career in the financial industry and has seen the tremendous difference education and preparedness can make in a client’s life. For that reason she emphasizes the importance of “following the plan” to her clients and prioritizes meeting with them regularly to help them keep on track in reaching their financial goals.
Alexandra Frick
Allie has been serving as Office Administrator with Frick Investment Group since 2015. In her role, Allie enjoys the opportunity she has to help clients and put their needs first each and every day. She is the friendly voice you hear at the other end of the line when you call into the office, and she manages all of the daily tasks that are essential in ensuring smooth operations in a busy and successful environment. Allie has the gift of positivity, and she maintains an upbeat attitude in all her interactions with clients and advisors. She holds her Health and Life Insurance licenses in the state of Kentucky, and she has also earned her bachelor’s degree in Business Management. She enjoys learning the ropes of the financial planning industry as well as becoming an integral part of the family business.
J Suzette Frick
Suzette, the founder of Frick Investment Group, dedicated over 30 years to the financial services industry, guiding her clients toward their financial goals. After a long and accomplished career, she has recently embarked on a well-earned retirement to enjoy traveling and spending time with her family and new puppy.