A lifelong resident of Knoxville, Tennessee, Nick is a comprehensive fee-based financial planner who specializes in helping business owners align their employee benefits and retirement programs with their broader financial objectives. He resides in the Rocky Hill area with his wife, Beth, and their two sons, Eli and Miles.
After earning a degree in Finance from Missouri State University, Nick began his career in the insurance industry, consulting with financial advisors on the design and implementation of large insurance cases. In 2011, he transitioned to working directly with clients and has since focused on providing comprehensive financial planning and business planning solutions.
Nick’s expertise lies in integrating employee benefits, group insurance, voluntary benefits, and retirement plans into a cohesive strategy that supports both the business and its employees. His planning process considers medical, dental, vision, life, disability, and voluntary benefits, as well as retirement plans such as 401(k)s, SIMPLE IRAs, SEPs, and 403(b)s. He combines this analysis with business owners’ goals related to financial independence, estate planning, charitable giving, investment management, business succession, tax-efficient strategies, risk management, and employee recruitment and retention.
Nick believes every successful financial strategy begins with understanding a client’s unique goals, concerns, and vision for the future. By taking the time to listen first, he is able to develop tailored recommendations and communicate complex concepts in a clear, practical manner. He takes pride in helping business owners, HR professionals, plan administrators, and employees understand their options and make informed decisions. He also values collaborating with his colleagues, Ken and Nelson, to develop comprehensive solutions for clients.
Outside of the office, Nick enjoys spending time with his family and coaching his sons’ athletic teams. Whether on the field or traveling throughout East Tennessee and the surrounding region for games and tournaments, he and Beth are enthusiastic supporters of Eli and Miles in all their activities.