Back to All People

Client and Corporate Services

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.

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 their 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.

Request an Introduction to Nick Gerber

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client and Corporate Services Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds This Week?

Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…
Behavioral Finance

Don’t Panic About the Election! (Do This Instead)

Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.