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.

  • Truman State University, B.S. in Business Administration: Finance, 2018
  • Truman State University, B.S. in Psychology, 2018