Nick joined our team in December of 2023 after spending six years playing professional baseball with the Toronto Blue Jays, Philadelphia Phillies, and Houston Astros organizations. During his time playing baseball, he interned at Worley Banks, and he has a strong passion for guiding and educating people with their finances to achieve and thrive in retirement. He is extremely excited to help and drive client engagement!
He is a native of St. Louis and was a member of the 2014 class of St. John Vianney High School. He then attended the University of Iowa where he played baseball and graduated with a finance degree in 2018. Currently, Nick lives in Kirkwood with his wife, Kelsie and their two dogs, Lulu and Kinnick. In his free time, Nick enjoys playing golf and pickleball, spending time with his family, and being an avid Iowa Hawkeyes fan.
Satisfied Clients
Satisfied Clients
Satisfied Clients
Satisfied Clients
Our passion is to help families within five years of retirement, or already retired, to build a holistic financial plan. With a solid plan, clients can turn their investments into income and protect their principal for future generations.