Financial Advisor720 E. Broadway, P.O. Box 678 Columbia, MO 65201 Phone: 573-874-8470 Email: firstname.lastname@example.org
It’s easy to get overwhelmed when thinking about your financial future. Does the idea of investing your money seem complicated and confusing? Whether you’re just starting to think about investing or want to examine your existing strategy, Nick is ready to help you explore the options available to you!
Based on your priorities and needs, Nick will help you develop a personal financial plan. Together you will examine all aspects of your financial life; savings, investments, insurance, taxes, as well as long-term retirement, education funding and estate strategy goals. Driven by your short- and long-term goals, risk tolerance and investment horizon, Nick helps draw a blue-print for building a solid future and achieving financial independence.
It doesn’t stop there. Once your plan is implemented, Nick will invite you to meet regularly to review progress, discuss changing economic conditions and determine whether any strategic revisions would be prudent.
Raised in Kansas City, Nick moved to Columbia to pursue degrees at the University of Missouri in Finance and Economics & Banking, graduating in 2004. After graduation, Nick began a career in banking at Boone County National Bank, joining InvestorServices in 2005. Since 2009, Nick has served as a citizen representative on the Columbia Firefighter Pension Board and currently serves as a member of the City of Columbia Cultural Affairs Commission.
Although numbers can sometimes become the focus of a day’s work, it's getting to know his clients and working with them that gives Nick the greatest satisfaction. Whether your goal is growth, retirement income, or a child’s education, he is always available to help you make well-informed decisions. Call, email or stop by his office today to schedule a one-on-one conference.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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