CFP®, CPA, MAS
Financial Advisor / Member Owner
My passion is helping people. I have the privilege of guiding clients as they make wise financial decisions throughout the changing seasons of life.
Nick has been involved in the financial services industry since 2013. Prior to joining Savant, he was a senior associate at a CPA firm where he worked closely with clients on their tax strategies and investment needs. Upon joining Savant, Nick completed Savant’s Advisor Training Program, an in-depth program that allowed him to gain broad exposure to the foundational areas of Savant while acquiring valuable knowledge and experience.
Nick earned a bachelor of science degree in accountancy and a master of accounting science degree from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a member of the DuPage Foundation Next Generation Initiative.
Nick and his wife Lauren have two sons, Luke and Mark. They are active members of Bethel Presbyterian Church in Wheaton, IL. Nick enjoys spending time with his family, volunteering, exploring the outdoors, and coffee roasting.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call