Nick is a Wealth Manager, working directly with clients to develop and coordinate the financial, investment, tax and estate aspects of their plan. He brings with him extensive experience as a practicing tax and estate planning attorney. Most recently, he practiced in the Private Client Group of Bryan Cave LLP. With Creative Planning, Nick combines his extensive tax planning experience with asset and financial management to provide objective comprehensive wealth management solutions. He joined Creative Planning because of its commitment to holistic and comprehensive problem solving and its track record as one of the fastest growing private wealth management firms in the country.
Nick’s professional affiliations include: American Bar Association, Missouri Bar Association, Bar Association of Metropolitan Kansas City, Kansas City Estate Planning Society and Eastern Kansas Estate Planning Council.
Nick earned his Accounting degree from the University of Missouri and his J.D. cum laude from the St. Louis University School of Law. In 2019* Nick was ranked as the #9 Financial Advisor in the state of Arizona on Barron’s list of ‘Top Financial Advisors by State’.
Nick also serves on the Executive Board of Directors of Christian Brothers College High School – a Catholic secondary school committed to providing a college preparatory education. Historically, the Brothers of the Christian Schools have devoted themselves to the instruction and Christian education of youth, with a special sensitivity to the poor and the disadvantaged.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.