Your Lifelong Financial Partner

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Nic found Northwestern Mutual through an internship opportunity and after one year, it was obvious to him it was God’s plan for him to serve the people that have helped mold him into the person he is today. He had early success in the internship program where he received Top 10 Honors in his first two years. Since then, he’s followed the motto of ‘work hard, play hard’ while doing it the right way. He has earned several credentials including his CERTIFIED FINANCIAL PLANNER™ Professional certification and Retirement Income Certified Professional.

He is passionate in helping individuals and families in agriculture, construction, and other blue-collar work navigate the complexities of planning. His end goal is to provide more clarity and confidence to allow people to spend more time with their family and doing what they love. It’s important to him to deliver a ‘small-town values’ experience with proactive and strategic planning. Feedback he’s received from clients shows that they feel more involved with their planning than ever, truly see what’s possible, and appreciate him caring about them as a person before a client.

Personal

Outside of work, Nic loves spending time with his wife Casey, and their two beautiful daughters Chesney and Andi. He’s passionate about his family, faith, agriculture, personal development, and Nebraska Athletics. He also loves family road trips, spending time in Upland where he was raised, concerts, and anything else that includes fun. He is involved with St. Michael’s Catholic Church, Alex's Lemonade Stand, People's City Mission, Make-A-Wish, Focus Campus Ministry, an active blood donor, and a long-time member of the Nebraska Corngrower's Association.

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Here are my areas of expertise

Financial Planning

Business Planning & Succession

Wealth Management

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Estate Planning

Multigenerational Planning

Insurance Protection Strategies

Awards & Recognitions

Million Dollar Round Table Qualifying Member 2015, 2017, 2019-2022, 2024
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT. Nic recently qualified for Court of Table Recognition. 

National Association of Insurance and Financial Advisors Quality Award 2014-2015
Award recognizing commitment to excellence in service to clients and industry

Forbes Best-In-State Top Financial Security Professionals 2024

Nic was recognized by Forbes Magazine as one of the top Financial Security Professionals in Nebraska! He was one of only 9 advisors honored across the state.