Retirement Planner & Investment Advisor Representative
Nick is an experienced Certified Financial Planner who works primarily to help those at or near retirement prepare for and navigate this next phase of life. He understands the differences between the planning needed during the accumulation of wealth vs. the planning needed to preserve, distribute, and pass on that wealth during the many years of retirement and beyond. This is the foundation that helps guide his clients to create retirement plans that are preservation and distribution focused to include investment management, income planning, tax strategies, health & long term care planning, and estate wishes.
Nick is an accounting graduate and former baseball player from UW-Whitewater. This is where is met his wife Christine of 27 years. They currently reside in Verona, WI and have 2 children Jake & Sydney. Jake (25) is a CPA in Davenport, IA and former college basketball player at Loras College in Dubuque. Sydney (20) is a college sophomore & softball player at NIACC in Mason City, pursuing a degree in Biochemistry. A fun fact about Nick is that he shares a birthday with his twin sisters (born on his 5th birthday) and paternal grandmother.
See this advisor’s status, SEC Advisor Info
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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