Nicholas serves as the primary Wealth Planning Director for Wealth Consultants Tod Birkenholz, Sarah Hehmeyer, Benjamin Klutenkamper and Sam Fox. He works directly with them to strive towards providing their clients with the highest quality service throughout the wealth planning process.
Prior to his role at Genex Consulting, Nicholas gained valuable experience in the financial industry working for Wells Fargo in the Wealth and Investment Management Contact Center. While working for Wells Fargo, his primary focus was delivering exceptional service and building strong relationships with clients. Nicholas thrives in a fast-paced environment and is continuously looking for ways to develop his skills and learn from the exceptional Wealth Consultants around him.
Nicholas was born and raised in St. Louis, MO where he continues to live today. Outside of the office he enjoys spending time playing music and supporting his favorite teams, the St. Louis Cardinals and New Orleans Saints.
Bachelor of Science - Finance, Webster University
Series 7 & 63 Securities Registration held with Private Client Services.