By delegating your retirement planning to us, you can spend your time doing what’s most important to you.
Nick first discovered his passion for financial planning upon taking a personal finance class during his junior year of high school. He was inspired by the massive impact he could make by learning to help people with one of life's biggest worries: money.
He knew he had found his purpose and immediately began mapping out his path to a career in financial planning. This led him to Missouri State University where he earned a bachelor's degree in finance. He later obtained his MO Life, Accident and Health Insurance License, and Series 7 & 66.
Nick enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated to helping clients reduce taxes, invest smarter, and pursue their life goals.
Nick, a native to Jefferson City, is a proud Helias Catholic graduate and remains an active member of St. Peter Church. He is a firm believer in "Service Above Self" and dedicates his time as a Board Member of both the Rotary Club of Jefferson City West and the Jefferson City West Side
Business Association. When he's not creating financial plans for clients, Nick can be found spending time with his fiance, Grace, managing his rental property, and cheering on the Chiefs, Cardinals, and Blues.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of Missouri State University - Bachelor of Science in Finance
- Member of Rotary Club of Jefferson City West and Jefferson City West Side Business Association
“There is always strength in numbers. The more individuals or organizations that you can rally to your cause, the better.”- Mark Shields
Our four-person team stands ready to serve you and your family’s financial needs. We have the expertise and experience to navigate many complex investment and financial situations with you- you don’t have to do it on your own!
We have surrounded our clients with some of the best individuals and organizations to help manage their financial matters. We look forward to assisting you too. Your success is our motivation!
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “Certified,” but this isn’t true. Anyone can say they are a “financial planner”. Individuals who fulfill requirements established by the Certified Financial Planner Board of Standards, Inc. have demonstrated a high level of competency, professionalism, and ethics. Only those financial advisors who have completed the rigorous education and testing requirements can claim the CFP® distinction.
What can you Expect Working with a CERTIFIED FINANCIAL PLANNER™ Professional?
CFP Board Rules of Conduct require CFP® Professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary.”
Your personal information is safeguarded and never shared with anyone without your prior written approval.
Fees and costs associated with any investment plan or product are disclosed to you prior to being charged or collected
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board initial and ongoing certification requirements.
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.