Nick is a Certified Financial Planner™ and has been working in the financial services industry since 1997. Nick has a diverse background in financial planning. He started his career at Metrobank in the Quad-Cities. He then moved to Aurora where he worked at Old Second National Bank for almost 10 years. In 2011, Nick and his team left the bank to form Clear Perspective Advisors. Nick currently resides in Naperville, IL with his wife Raquel and their two children.
EDUCATION & PROFESSIONAL DESIGNATIONS
St. Ambrose University, B.A.
Aurora University, M.B.A.
Certified Financial Planner™ (CFP®)
State of Illinois Life Insurance License
FINRA Investment Licenses 7, 63, 65
AMITA Health Mercy Medical Center, Foundation Board Chairman
Jarrett Payton Foundation, Bag The Bullies Committee Member
First Tee of Aurora and Fox Valley, Former Board Member
Triple Threat Mentoring, Former Junior Board Co-Chairman and Volunteer