Nick is an Advisor with CLA and joined the firm in 2017. Nick and the wealth advisory team provide comprehensive goals-based financial planning, investment advisory, and risk management/insurance services to families, business owners, and individuals. He is passionate about connecting with clients and providing them with the education, expertise, and tools to empower them to achieve their financial goals.
Nick graduated from St. Cloud State University (SCSU) in 2017 with a Bachelor’s of Science in Finance. During his studies at SCSU he served as the Head Portfolio Manager for both the Husky Growth Fund and the SCSU Investment Club. Nick is a CERTIFIED FINANCIAL PLANNER ™ practitioner and holds his Series 65, 63 and 7 licenses.
In the community
Nick has been a member of the Financial Planning Association (FPA) of Minnesota since 2016 and currently chairs the Minnesota Chapter’s Career Development Committee, which provides college students and career changers with opportunities to engage with professionals in the financial planning industry. Additionally, he led a task force that established a Diversity, Equity & Inclusion committee for the chapter.
Nick engages in pro bono work with the FPA, which connects underserved and at-risk communities with financial planners. Furthermore, he provides pro bono financial planning in the Angel Foundation's Financial Cancer Care Program, which connects individuals who are struggling financially from a cancer diagnosis with financial planners. Nick also mentors CFP candidates through the CFP Board's mentorship program.