Client Service Associate,
The Wealth Office®
Nick supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. 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. With his free time, Nick enjoys golfing, fishing and attending sporting events.