Nick joined the Plancorp team in July 2019 as a Senior Financial Planner. Hitting the ground running, he quickly embraced our client-focused approach supporting dozens of clients and their families. Over time he has shifted his focus toward training his new colleagues to do the same, responsible for the coordination and execution of our training program as well as leading a team of new-to-the-industry Financial Planners as our Training and Planning Team Lead.
During his time at Truman State University, Nick dual-majored in finance and psychology. The intersection of these areas made perfect sense to him, as he believes that a deep understanding of human behavior is critical to financial planning, investing, and training. Even post-college, Nick is forever motivated by the desire to be a student, becoming certified as a CFP® Professional in August 2021.
Outside the office, you can probably find Nick watching movies, commissioning fantasy football leagues, or playing (and hopefully winning) a round of bar trivia with his buddies.