With more than 18 years of industry experience, Nick is well-versed in the financial planning needs of individuals and families. Prior to joining Morgan Stanley as a Financial Advisor in 2005, he spent six years in client service with Smith Barney. Nick has earned the Certified Financial Planner (CFP) designation which provides him with the knowledge and tools to understand how to develop specific strategies to help minimize taxes, preserve assets, maximize growth and transfer wealth. Additionally, he has obtained the Morgan Stanley Financial Planning Specialist designation, completed the Financial Planning Certificate Program at the University of Minnesota at Mankato and earned his B.S. in Management and Finance from the University of Minnesota at Minneapolis. Nick and his wife, Tamra, are busy raising their three beautiful children: Jonathan, 8, Kaitlyn, 6, and Lauren, 3. When he is not working with clients, spending time with his family is Nicks top priority. He enjoys coaching youth soccer, golfing, spending family weekends at the lake, and he and his family are active members of the Eagle Brook Church in Blaine. Nick has served on the Board of Directors for Aeon, non-profit organization in Minneapolis focused on affordable housing, and he is actively involved in Wishes and More which enhances the life of a child fighting a terminal or life-threatening condition by providing extraordinary experiences including wishes, scholarships, memorials and more. Nick and Tamras niece passed away after receiving her wish, and it is in her memory that they volunteer their time and resources to the organization from helping increase attendance at the annual Winter Ball to personally underwriting the annual Breakfast with Santa. Areas of focus: 529 Plans, Alternative Investments, Asset Management, Cash Management, Estate Planning Strategies, Financial Planning, Fixed Income, Lending Solutions, Long Term Care Insurance, Retirement Planning, Wealth Management