Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®. He has been a Financial Advisor at MSMF for 12 years, joining the team after graduating with a Masters in Finance from Washington University in St. Louis. While at WashU he also majored in Finance and Accounting while playing for the varsity football team for four years.
Nick enjoys working with individual clients on their financial planning, investment, and insurance needs. He also works closely with business owners and executives to provide guidance on 401(k) plans, employee benefits, and other business planning strategies. One of the things he enjoys the most is ensuring clients understand their options when making a financial decision, and guiding them to make the right choices to set themselves up for success. Outside the office, he enjoys getting outside on the water or in the woods, and going to Cardinals and Blues games.