With a decade plus of financial planning and wealth management experience, Nicholas partners with clients to build holistic financial life plans.
A native of Williamsburg, Iowa, Nicholas grew up a multi-sport athlete with passions for competition and collaboration. These passions ultimately led him to pursue an education in finance—a field that first piqued his interest after a Junior Achievement investing workshop in high school.
Graduating from Kirkwood Community College and Mount Mercy University in Cedar Rapids, Nicholas earned both an Associate Degree and a Bachelor’s Degree, majoring in Marketing and Finance. While at MMU, he was involved in student organizations, including the investment club.
Prior to joining our team, he worked for a local financial services firm here in the Corridor. His focus on building relationships and providing unbiased financial insights as an Accredited Investment Fiduciary® makes him a key piece of the Cedar Point Capital Partners team. As a life-long learner, he’s always growing his knowledge—Nicholas is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of the office, Nicholas proudly supports his wife, Megan, in her growing dental practice, Smiles Family Dentistry. You may also find Nicholas volunteering for local organizations, playing a round of golf, training for half-marathons with his wife, or rooting on the Iowa Hawkeyes and Chicago Cubs with his three young children and two dogs.
Professional Certifications & Memberships
Accredited Investment Fiduciary®
Board Member, Lutheran Interparish School
Board Member, Mount Mercy University Alumni Board