Professional
As a financial advisor, I want to be considered a respected resource by my peers and clients alike. It is my aim to serve successful business owners, families, and healthcare professionals. Our client experience should not only be a standout within the industry, but within Northwestern Mutual as a whole. We strive for a lifelong relationship with our clients by providing a smooth, efficient, and personal service model. It is our goal to ensure clients feel important and valued.
Our team provides undeniable credibility while constantly striving for higher levels of education and further credentials. Clients will recognize my team’s dependability, integrity, and quality, through the highs and lows life throws their way. Our clients and community feel that we will always do whatever it takes to go the extra mile for their best interests.
My Values/Vision Statement:
I believe in providing world-class financial planning that people can understand because of its clarity in showing how investments, insurance, taxes, and other important factors interact to transform my clients’ financial futures. Feeling educated about how your money is working for you is a crucial element to financial security, since that is the difference that will take you from skeptical and hesitant to confident and excited about where life will take you.
Nic leading intern training class
Nic and the rest of the internship team celebrating being the #1 internship program in the Central Region at Northwestern Mutual
Years of Experience
Representing Northwestern Mutual since 2011.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2015, 2017
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2014-2015
Award recognizing commitment to excellence in service to clients and industry