Nick is a Service Advisor at SilverOak Wealth Management LLC.  He has been with the firm for more than 15 years and currently works with clients in a comprehensive fashion to help them achieve their long-term financial goals.  In addition, he assists other SilverOak advisors in the management of client relationships.

 

Prior to joining SilverOak, Nick served four years in the United States Marine Corps, attaining the rank of Sergeant. He received Bachelor of Science degrees in both Finance and Economics from Minnesota State University, Mankato. Nick has been a member of the Financial Planning Association since 2006.  

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Education

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• Minnesota State University - B.S. Economics and Finance

• Certified Financial Planner (CFP®)

• Certified Senior Advisor (CSA®)

• Accredited Behavioral Financial Professional (ABFP    )

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Professional Affiliations

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• Member, Financial Planning Association