Nick is a CERTIFIED FINANCIAL PLANNER™ professional at Seamount Financial Group based in the Colorado Springs office. He is passionate about helping clients invest and plan properly to achieve their long-term financial goals. Nick focuses on fundamental and technical market analysis, portfolio design, and comprehensive financial planning.

After receiving a Bachelor of Arts degree in Finance from Baylor University, Nick spent 5 years in corporate finance and compensation roles in Salt Lake City, Utah. He managed relationships with key employees and helped implement numerous strategies to incentivize employees and recruit talent. In addition to his other CFP® designation, he holds his FINRA Series 7 and 66 licenses and is a licensed Life and Health agent (CO License #776989). Nick enjoys spending time with friends and family, biking, skiing, and traveling.

The CFP^® designation is conferred by the Certified Financial Planner Board of Standards, Inc.  To earn the credential, each CFP^® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience.  In addition, candidates must take the CFP^® Certification examination and complete a CFP^®-board registered program, or hold an accepted designation, degree, or license.  Every two years, CFP^® certificants must complete a minimum of 30 hours of continuing education.  More information regarding the CFP^® can be found at: www.cfp.net.