Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
Menu
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
Nick found his passion in financial advising as an intern with Generations through 2019. He gets to blend his love for numbers with a passion for helping others reach their goals. He believes in being a partner with clients, and serves as a fiduciary. Nick believes in making financial planning easy to understand and actionable.
Business Background
Nick joined the Generations team in 2019 as an intern and worked his way to becoming a part owner in the business as of 2023. In order to provide a full suite of solutions to clients, Nick holds the Series 7, 66, and Life/Health insurance licenses. Additionally, Nick holds the CFP® designation.
Approach to Financial Planning
He takes a full-picture approach to financial planning, using data, personal insight, and an experienced team to build smart strategies. Nick sees money as a tool—not something to chase, but something to use wisely to support your desired lifestyle and family. He specializes in working with families and small businesses.
Educational Background
After finishing his Bachelor’s in Business Administration with a specialization in Personal Financial Planning at Western Michigan University in 2021, Nick obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2022.
Outside the Office
Outside of work, Nick enjoys golfing, traveling, and spending time with his wife, their baby daughter, three cats, and dog. He believes life is about more than just saving money—it’s about using it to live well and enjoy the moments that matter most.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through Generations Financial Planning & Wealth Management. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
Advisory services available in all 50 states. Information relating to securities is intended for use by individuals residing in: Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Minnesota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
Generations Financial Planning & Wealth Management © 2024 . All Rights Reserved.
