Nick is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2020, Nick served as a Client Service Associate at The Next Level Planning Group. Nick graduated from the University of Missouri earning a Bachelors of Science in Personal Financial Planning with a minor in Business Administration. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. With his free time, Nick enjoys golfing, fishing and attending sporting events.
