Nick has been with Baird for 8 years and specializes in helping clients with investment management and comprehensive financial planning for their retirement. Common questions he helps answer: Do I have enough money to retire comfortably? What does my financial plan look like if I want to start gifting to charities or my children? Do I have a plan in place for my estate when I pass?
Nick attended the University of Wisconsin-Madison, where he received his bachelor's degree in finance and investment banking along with a certificate in financial planning. He holds the FINRA Series 7, 66 and is licensed for life and health insurance, and variable annuities.
Nick is the proud parent of two children. Both him and his wife Jenna enjoy spending their free time with their family outside exploring. When not in the office you can find Nick hunting, fishing, hiking and playing various sports.