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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Nick is a Financial Advisor with First Investments & Planning, working closely with individuals, families, and business owners to deliver personalized guidance and comprehensive financial solutions.

His entire approach is shaped by a core philosophy: “People don’t care how much you know until they know how much you care.” By focusing first on understanding what matters most to his clients, Nick builds meaningful connections and long-lasting relationships based on trust and open communication.

He helps clients clarify their financial needs and build clear plans to achieve their most important goals—from funding education and preparing for retirement to building long-term security. Nick is committed to helping clients make the most of their potential and live out their dreams.

CREDENTIALS

After serving his community as a school teacher for 15 years, Nick transitioned to financial services, driven by a passion for helping others achieve their objectives. He leverages his educational background and professional expertise to serve his clients. Nick graduated from Drake University with a BSE and holds his Series 7, 63 and 65 securities registrations along with Life, Fixed Annuities and Variable Annuities Insurance licenses.

PASSIONS

Outside of work, Nick loves sharing new experiences with his wife, Cara, and their two daughters. He especially enjoys family hikes and traveling together. Nick stays closely connected to his community through the Knights of Columbus and by volunteering as a CYO basketball and KC Werewolves youth football coach.

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE