As a Retirement Solutions Consultant, Nick, CRPS®, specializes in employee education and communication. He offers knowledgeable and creative client support solutions through group and one-on-one meetings. Nick also develops videos and webinars to drive successful employee outcomes. His passion is helping employees discover their path to retirement readiness.
Prior to joining Shepherd Financial in 2015, Nick began his career with a Registered Investment Advisory firm in California as both a Client Service Specialist and Support Wealth Advisor. In 2020, Nick received the designation of Chartered Retirement Plans Specialist SM.
Nick graduated from Purdue University with a degree in Financial Counseling and Planning. While not at work, Nick enjoys spending time with his wife, Courtney, and dog, Finn. You can also find him golfing or playing hockey in the Fuel Adult Hockey League.