Nicole Muenz, MSPFP

I believe that financial planning should be an inclusive, accessible, and personalized experience.

I am passionate about working with people from all walks of life and tailoring the financial planning experience to their risk tolerance, needs, wants, financial goals, and life aspirations. Once we discuss and implement a plan it’s important that we meet regularly to review and monitor progress and make any adjustments needed to fit your ever-changing lifestyle and goals.

I was born in St. Louis, Missouri and was raised just outside of Kansas City in Blue Springs, Missouri for most of my life. After attending Blue Springs High School, I continued my educational journey at Truman State University, where I received my Bachelor’s degree in Business Administration with a concentration in finance. After a couple internships in both the accounting and corporate finance fields I realized my passion was for personal financial planning and financial literacy, and decided to attend the University of Missouri to receive my Master’s of Personal Financial Planning. While attending the University of Missouri I started my career in the financial sector as a banker for Central Bank of Boone County.

My passion for helping others has led me to volunteer with many great charitable and philanthropic organizations. My time as a board member of Field of Dreams Animal Rescue was the best experience because I gained invaluable relationships and ended up adopting a sweet abandoned puppy whom I spend most of my free time with at the dog park. When I’m not at the dog park I love playing softball, playing the saxophone, listening to my favorite podcasts, and watching my favorite crime shows with my partner.

Achievements:

• Licenses - Series 7 & 66 - Held with LPL Financial
• Bachelor’s of Business Administration – Finance (Truman State University)
• Master’s of Personal Financial Planning (University of Missouri)
• Ethical Leadership Certification (NASBA Center for the Public Trust)