General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Relationship Manager, Nick works directly with individuals, families, and business owners on a variety of wealth management needs, including investment management, trust and estate administration, and retirement accounts. He is responsible for managing client relationships and helping ensure the proper administration of trusts, estates, IRAs, and agency accounts while delivering a high level of personalized service and guidance. Nick is motivated by helping others achieve their goals and values the opportunity to make a positive impact both through his work and through community involvement.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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