Associate Wealth Manager
About Nick
As an Associate Wealth Manager, Nick assists with a wide variety of financial planning and wealth management tasks, attends client meetings, and prepares tax returns.
Before he joined Windward, Nick studied accounting at Missouri Valley College. Nick was president of the Accounting Business Society and founded a student chapter of the Institute of Managerial Accountants (IMA), paired with the Kansas City professional chapter.
When he’s not working, you might find Nick playing golf, at a live concert, at a Chiefs game, or traveling.
Education and Certifications
- Bachelor's Degree in Accounting from Missouri Valley College