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Biography

Nick is a Partner in the Fort Worth office, specializing in client relationship development for the South Central US. Nick has more than 15 years of experience in financial services, with a passion for holistic wealth management and investment management services.

Prior to joining Cerity Partners, Nick was a Managing Director with Karsten Advisors, providing comprehensive wealth management and tax planning to high-net-worth families, while managing the day-to-day operations of the firm. Earlier in his career, he spent 10 years with Scottrade, working with self-directed investors, educating them and facilitating their investment philosophies and approach to portfolio management. Identified as a superior provider of client service, Nick spent 5 years serving as Branch Manager at 3 of Scottrade’s Fort Worth locations, responsible for finding complex solutions for high-net-worth families.

Education

  • Bachelor of Arts in Business and Finance from the University of St. Thomas, St. Paul, Minnesota

Q & A

Q:

Who inspired you to pursue your career in financial management?

Growing up, my parents were small business owners, spending countless hours building their practice while helping the families they engaged with. Their compassion for helping their community was passed on to me. I choose a wealth management career as I witnessed my parents build their businesses, all without having a partner to help them make the strategic decisions to assist them build their personal wealth and properly utilize and leverage their businesses for their long term benefit. Today I spend my time making a significant impact on the lives of our clients while helping them build towards a better financial future.

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