"You don't know, what you don't know" and therefore you will want a professional with financial expertise to help you make wise decisions as it relates to your money. People like you enjoy working with our team to be more conscious, content, and confident in their planning strategies. Our team brings many years of experience and training to help you reach your goals and allow you to have a great customer experience. Nick brings 18 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional. This gives clients the confidence they need when working together. Nick and his family live in the area and attend Eagle Brook Church in White Bear Lake. Away from the office Nick enjoys spending time with family and friends, traveling, entertaining, and anything outdoors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.