Certified Financial Planner®
“If you don’t know where you’re going, you might wind up someplace else.” These were the words of my college commencement ceremony as I graduated from Penn State University. Every time I meet with a client, I am reminded of this, and strive to challenge clients to think about what is most important to them, so we can help to develop a plan to reach their goals. There is no greater feeling than making a client realize the steps they need to take to be successful are not so far out of reach. All they need is a plan.”
Nick attended Penn State University where he earned his undergraduate degrees in Finance and Economics. Subsequent to his graduation, he started his career in corporate finance with a Fortune 500 company where he gained valuable insight into how a business operates, and what factors go into the decision making process. He made a career change to the financial services industry, gaining his Series 7, Series 63, and Series 65 licenses. He worked as a financial advisor with The Vanguard Group, helping them roll out their Personal Advisor Services platform for existing and prospective clients. During this time, he earned his Certified Financial Planner® designation. Prior to joining PrairieView, Nick worked as a wealth manager for both corporate and individual clients at a fee only RIA in the Twin Cities.