As a Wealth Manager, Nick likens his role to that of a family office CFO who acts as a fiduciary to holistically serve all of his clients’ financial needs – not just investment management. He has significant experience in all areas of financial planning including: trust and estate, retirement, stock option and equity compensation, and tax-efficient investment strategies. Through Creative Planning, Nick additionally has the ability to partner with a team of specialists drawing on their deep subject matter expertise as needed so clients have all of their planning needs addressed inside a single setting. He believes that each client situation is unique and works accordingly to deliver a customized solution that is specifically tailored to meet their respective needs.
Nick brings more than 15 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he served as a Senior Portfolio Manager at a national financial services company and more recently as a Vice President and Portfolio Manager with an Omaha-based registered investment advisor.
Nick is a graduate of Nebraska Wesleyan University in Lincoln where he earned his bachelor’s degree in Business Administration with a minor in Economics. He also holds a Master of Investment Management and Financial Analysis degree from Creighton University’s Heider College of Business. Nick is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standard and a CFA® charterholder.
Outside of the office, Nick enjoys spending time with his wife and two daughters cooking and traveling, especially visiting National Parks.