Nick began his career as a Financial Advisor in 2001. He works collaboratively with his clients to build customized financial plans and manage their hard-earned assets. His tax efficient approach and realistic strategies allow clients the opportunity to set realistic goals for managing their wealth while living comfortably in their retirement years. His ultimate goal is to allow his clients the opportunity to realize their life-long goals and achieve financial security.
Nick grew up in Iowa and attended the University of Iowa. He graduated with a Bachelor’s Degree in Finance and minored in Economics and Accounting.
Nick is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (CFC®). He holds several securities licenses as well as Health and Life Insurance Licenses.
Nick, his wife Shannon, and their three children, reside in Naperville. He spends as much time as he can with his family while still enjoying golf, watching and attending sporting events, and traveling the world.