Nick Smith, CFP^®,  CPA

Nick Smith, Senior Financial Advisor and minority owner, is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER^®. He has over 15 years of experience managing client portfolios and building multi-generational client relationships. Nick works with his clients to understand every aspect of their financial life and ultimate life goals so that he can use his knowledge of tax, retirement, and estate planning to align with these goals. He also serves as a member of the firm’s investment committee where he helps to develop the firm’s investment philosophy, strategic investment planning initiatives, and portfolio construction.

Nick graduated from the University of Northern Iowa College of Business, where he earned his undergraduate degree in accounting.

Nick and his wife have three children which keeps them very busy with all of their activities. When Nick is not at work or his children’s activities, he enjoys being outdoors.