Team Member Details

About Me

Nick joined the Plancorp team in July 2019, and spent his first few years here as a Senior Financial Planner. Hitting the ground running, he quickly embraced our client-focused approach, supporting a large number of clients and their families. During this time, he became certified as a CFP®️ Professional in August 2021, and built a solid foundation of client relationships & financial planning knowledge.

Over time, Nick has shifted his focus toward developing systems & people so Plancorp can run smoothly, especially at scale. He led the first iteration of our Planning Team, a centralized team of Financial Planners in the early stages of their planning careers, and helped build it into a self-sustaining team that now supports a large percentage of our client relationships. He currently serves as our Training Coordinator, where he systematizes & executes our training programs for both new and existing teammates.

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.

Outside the office, Nick is a film nerd, foodie, trivia team captain, fantasy football commissioner, pool shark, and novice bourbon collector.

Awards & Recognitions

  • 2023 Plancorp Core Value Award Winner - Stay Accountable


  • Truman State University, B.S. in Finance, 2018
  • Truman State University, B.S. in Psychology, 2018
  • University of Georgia, Executive Program in Financial Planning, 2021

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