Nick has over 20 years of experience in the financial services industry and focuses on providing a client-centered process of working together to understand each client’s needs and to educate them on their financial options. He prides himself on working with clients to establish long-lasting and mutually beneficial relationships while keeping the client’s goals and objectives at the heart of his advice. His expertise lies in pre-retirement, retirement, and education planning by setting realistic expectations with clients through open and honest lines of communication. He is passionate on helping people navigate through their financial needs to develop a personalized plan for their families.Licenses:Series 7Series 9Series 10Series 66Minnesota Life & Health LicensedCERTIFIED FINANCIAL PLANNER™ ProfessionalEmphasis on:Pre-Retirement & Retirement PlanningEducation PlanningWealth Accumulation/ConservationInsurance & Protection PlanningEstate Planning (No Document Preparation)Tax Efficiencies (No Document Preparation)Nick is born and raised in Andover, MN and is a graduate of Totino Grace high school. He holds a Bachelor of Arts degree from the University of St Thomas and completed education coursework from Bemidji State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, 66, 9, 10 and MN Life & Health insurance licenses.Community Involvement is a passion of Nick’s and is highly active in the community through his involvement in the Coon Rapids Rotary, where he has served as President, and recently served as chairman on the Emma B. Howe YMCA Community Board. He is also active with Stepping Stone Emergency Housing in Anoka, and St. Stevens Catholic Church where he and now his children attend school.Nick continues to live in Andover with his wife Kari, Executive Director of the nonprofit GRACE Inc.; their two children, Bennett and Andrew; and their black lab, Gilda and cat, Oppie. His hobbies include supporting his children's baseball, soccer and golf ventures, snowmobiling, fishing, hunting, boating, bicycling, golf, and planting/landscaping.