Nick is a Principal in the Fort Worth office with more than 10 years of experience in financial services. He specializes in wealth management while also supervising the day-to-day operations of this location. Nick also serves as the Principal Financial Officer for the Broker/Dealer utilized by the firm’s Texas and Colorado offices.
Prior to joining Cerity Partners, Nick was a Managing Director with Karsten Advisors, providing comprehensive wealth management and tax planning. Earlier in his career, he spent 10 years with Scottrade, where he first honed his investment knowledge as an intern and then later worked 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. He was responsible for finding complex solutions for high-net-worth clientele in search of portfolio diversification and professional asset management while managing a staff of investment consultants and compliance responsibilities for the offices.
Nick earned his Bachelor of Arts in Business and Finance from the University of St. Thomas, St. Paul, Minnesota.
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