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Details

General Info

Nick has had the pleasure of advising clients with their financial goals since 2016. Through creating connections and strong communication. He learns his client’s stories so that he can guide clients towards their goals. He also recognizes that life happens, and accounts for the ups and downs. As for his approach, Nick believes that comprehensive financial planning is critical, regardless of what life stage his clients are in. He holds regular check-ins with his clients and his doors are always open between scheduled meetings. For Nick, it’s not about assets, but about helping his clients live the life they want to live. He is always in his clients’ corner, without judgment. Nick takes pride in sharing his clients’ successes and enjoys the dynamic nature of his client relationships. He’s honest, even when the truth may be tough to hear. But he’s also empathetic, fun, and likes to sprinkle in a little sarcasm to keep things light. When he’s not in the office, Nick is outside and either fishing, skiing, or golfing. He grew up in Northwestern Ontario where he worked for his parents’ canoe outfitting business. Nick is also involved in his community, serving on the Board of Directors for two non-profits, and is also an active member of the Cloquet Rotary club. Nick has been married to his wife Meagan for almost 10 years. They have an eight-year-old daughter, Olive, and a two-year-old Golden Retriever, Morty. Both have matching red hair that Nick says can (and has!) stopped traffic. Nick holds his Series 7 and 66 securities registrations with LPL Financial as well as his Life, Accident, and Health Insurance Licenses.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 218-336-2001

Address:
712 Minnesota 33 Cloquet, MN 55720
Email:

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Categories
Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments
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Data provided by one or more of the following: Thryv, Data Axle, Yext.