Meet Nick, a dedicated Financial Advisor and Professional Plan Consultant (PPC) at Legacy Financial Group, where he’s been bringing fresh energy and experience since joining the team in 2021. With a strong background as a personal banker, Nick has developed a keen understanding of personal finance and a passion for helping others build meaningful financial futures.
Nick is particularly focused on working with 401(k) plans and enjoys partnering with business owners to design and manage retirement plans that truly serve their teams. As a PPC, he is committed to ensuring plan compliance, enhancing participant outcomes, and serving as a reliable resource for employers navigating the complexities of retirement plan administration.
He continues to be especially passionate about guiding millennials through the unique financial challenges they face—from managing student loan debt to saving for a first home or investing for long-term goals. Nick understands that clients today are looking for more than just investment advice; they want a trusted guide who can help them navigate the constantly evolving financial landscape.
Nick takes a comprehensive, client-first approach to financial planning and wealth management, tailoring each strategy to the individual’s goals, life stage, and values. His mission is to empower clients with the knowledge, tools, and confidence they need to make smart financial decisions.
Outside the office, Nick enjoys life with his wife, Brittany, their two energetic sons, and their daughter. The family stays busy with the joys of parenthood and loves spending time together exploring the outdoors. In quieter moments, Nick can be found cheering on the Iowa Hawkeyes or enjoying a peaceful afternoon of fishing.
