Nick is the Managing Principal of Forest Financial Group Wealth Management. In 2005, he became a financial advisor at Edward Jones. During his time there, Nick came to understand the importance of acting as his clients’ advocate and consistently exceeding their expectations. He felt that by not being able to offer them truly independent investment offerings, he was not doing all he could for them. In 2009, he co-founded Forest Financial Group Wealth Management, offering securities and advisory services through LPL Financial, the nation’s largest independent broker/dealer.
Nick is an Accredited Asset Management Specialist® and holds Series 6, 7, 24, and 63 registrations through LPL Financial. Nick graduated from Western Illinois University with a degree in Finance. Acquiring his Certified Divorce Financial Analyst™ designation, Nick also specializes in budgeting and analysis for divorcing clients. Nick is skilled in assisting clients with portfolio management, asset allocation, and fixed income strategies. He has worked with both individuals, and corporations to create, review, and maintain investment portfolios designed to achieve specified financial goals within the proper risk tolerance.
As a Chicago area native he and his wife, Anne Marie, are active members of their local community, focusing on children’s educational and athletic programs. Nick currently serves as Immediate Past President of the Niles Chamber of Commerce, President of the Niles Chamber Dollars for Scholars chapter. He is also an Auxiliary board member for Bear Necessities Pediatric Cancer Foundation. He enjoys traveling, golfing, and spending free time with his family and friends.
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