If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.
Nick joined Plancorp in 2019 as a Financial Planner. He firmly believes that financial advice should always be given in the best interest of the client, and without conflicts of interest from sales or commissions, making him a great fit for the team.
During his time at Truman State University, Nick studied finance and psychology. The intersection of these two made a lot of sense for him, as he believes that close personal relationships with clients and a fundamental understanding of human behavior are among the cornerstones of planning. At Truman, Nick also managed his fraternity’s finances, and was a member of the university’s Investment Fund.
Outside of work, you can probably find Nick watching movies, playing (and hopefully winning) a round of bar trivia with his friends, or relaxing on his family’s boat at the lake.
My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.
Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences.