Nick is a financial advisor at The Grandville Group of Waddell & Reed. He grew up in the Grand Rapids, MI area and graduated from Calvin College with a major in Business and a minor in Economics. After graduating from Calvin College, Nick worked in banking at J.P. Morgan Chase for a few years before starting his career as a financial advisor in 2013. Nick has been a CERTIFIED FINANCIAL PLANNER ™ professional since 2016, which he feels provides him with the expertise and experience to handle many different client situations.
Nick’s over-arching goal is to provide strategies and coaching that allow his clients to experience financial outcomes that are far better than they would obtain on their own. In addition, he aims to help clients experience less financial stress and have more confidence about their financial future.
Being a caring and competent financial planner is important to Nick, and he enjoys taking the time to teach clients (in plain English) about various financial concepts and strategies so that they understand exactly what’s going on with their money. He regularly encourages clients to have faith in the future, be patient, and maintain discipline when it comes to their investing strategies.
Nick describes himself as a Christian, husband, father, and financial planner, in that order. He enjoys supporting his church by teaching financial stewardship classes and has also served in various volunteer positions and on non-profit boards. Travelling to new and exciting places is a goal for Nick and his wife, and they also try to maintain a weekly date night, although this can be difficult with their 3 kids who are all under the age of 5. Nick’s evenings and weekends are usually filled with small home improvement projects, playing outside in the yard with his kids or taking them to the neighborhood park. When he finds time to relax by himself, Nick usually grabs a glass of bourbon and a book to read.
Some of Nick’s favorite quotes are:
“If it’s not right, don’t do it. If it’s not true, don’t say it.” – Marcus Aurelius
“Simplicity is the ultimate sophistication.” – Leonardo Da Vinci
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