Our Mission

"We deliver world-class financial planning with a small-town touch. Our team spends time developing personable and genuine relationships which results in our clients not only knowing their best interest is always in mind, but also feeling it. We are the team where lifelong relationships happen!” 

We work with successful individuals, families, and business owners, specializing in agriculture and healthcare. With Nic's family roots being in agriculture and healthcare, clients in those industries commonly find our conversations relatable, relevant, and leaving lasting impact.

With well-designed financial plans, Nic helps educate his clients to make important decisions to live life differently and achieve their "American Dream." We take a collaborative and interactive approach at creating a blueprint before providing any recommendations. It's important to us that clients know we understand their deepest concerns as well as mountaintop dreams.

Family Photo

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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