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Principal
Fort Worth
Client and Corporate Services
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.
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.
Was there a specific incident in your life that made it clear you were made for this career?
Due to our intense integration into the lives of our clients through our holistic wealth management offering, I have the good fortune to participate in life changing conversations. Every time I see one of our advisors make a multi-million dollar difference in the estate they are building for their legacy through tax/estate/financial planning I feel tremendous personal and professional fulfillment.
Why is your work important, especially today?
In thinking through the vast areas of wealth management, I believe it is important to have a resource to understand our clients needs and find them the best resource to fulfil those needs. Our clients benefit from the breadth and scope of our firm, our resources, and our best-in-industry talent. All of these resources are communicated through one voice- the advisors that I partner our clients with.
What should your clients know the most about you?
I am passionate about family, friends, community, and making an impact to those around me. I am thankful that I am in an industry that can make an impact in the lives of others, and for the opportunity to spend my time helping those that are seeking assistance.
What do you do in your personal life that helps you help your clients?
I spend my time with friends and family where I listen to heir desires for their financial futures and find ways to make it happen. As complex tax planning and alternative investments are not often found in our industry, my friends and family are quick to grab my ear!
What does the world need now more than anything?
Compassion and the desire to build toward a better future for the next generations.
Timothy Abbott
Associate
Andrew Adams
Senior Associate
Josh Anderson
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Christie Ballenger
Amy Banker, AIF®
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Nader Bazlamit
Jamie Berens
Ryan Berger
Steve Blair, CFE
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Andria Brewer, PCM®, CDMP®
Tyler Brook
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Partner
Lindsey Chastain, CPA
Yanming Chen
Whitney Clark
Karen Clinkenbeard
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Brady Crawford
Hannah Crockett, PMP®
Nataliya Crouse
Lenèe Dirzuweit, IACCP®
Justin Duncan
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Johanna Furlong
Kris Gasparac
Mitch Gelkopf
Zeina Ghaly
David Gimpel
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Jaclyn Hood
Reggie Hopton
William Horner
Tim Hunt
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zach Johnstone, CISM®, CISA®, CRISC®
Alaynna Keith
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Chief Technology Officer
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Justin Mitchell
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Nick Papachristou
Andreya Patterson
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Derrick Poon
Kristen Potter
Connor Powell, CPA
Neil Quinlan, CFP®, PMP®
Partner & Head of Operations
Nancy Renshaw
Andrew N. Riehl, CFA
Dalton Rinehart
Ryan Rodriguez
Sawyer Rothmann, CFA
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Lauren Seaman, SHRM-CP
Kirsten Shaw
Leah Silletto
Michelle Simek
Carley Skidmore
Kelley Stanford
Ari Stanger, CPA
Matt Stazzone
Jean Steffan
Matt Tassell
Robert E. Thieman, CPA, JD
Madeleine Thomas
Alexa Thorson
Lauren Tingle
Zack Trygstad
Carmen Tu
Gabriel Turner
Daniel Waddell, JD
Aubrey Weber
Valerie Weinfeld
Lisa West
Cathleen Westfall
Matt Westfall, CFA
Partner & Head of Portfolio Management
Ashley Williams
Marissa Wilson
Heidi Wilson
Courtney Woolever, SHRM-CP
Debbie Zupkovich
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