Advisor Profile

Nicholas is an associate based in the Des Moines office, providing dedicated support to the Cedar Rapids team under Kimberly Hillyard. Leveraging a strong foundation in investment operations, he plays a pivotal role in delivering exceptional client service, optimizing investment workflows, and managing the team’s daily activities to ensure seamless execution. 

Prior to joining Choreo, Nicholas was one of 21 recent college graduates selected for Wells Fargo’s prestigious Wealth & Investment Management (WIM) Analyst Program that he finished in May 2020 while at the home office in St. Louis, MO. Upon completion, he became a Product Manager specifically supporting Priority Credit Line (PCL), the flagship lending product available for brokerage clients. Nicholas also brings extensive client-facing experience from his tenure in the Next Gen Financial Advisor Trainee program at Wells Fargo Advisors in Deerfield, IL, and as an Investment Operations Associate at Ludacka Wealth Partners in Omaha, NE. These roles honed his skills in portfolio management, financial planning, and delivering personalized service to diverse clientele. 

Nicholas graduated from Creighton University's Heider College of Business in May 2019, where he majored in Finance and Business Intelligence & Analytics. While at Creighton, he helped organize and facilitate the nation’s largest student-run business symposium. In his free time Nicholas enjoys spending time at his family’s lake home during the summer and snow skiing in the winter.

EDUCATION

• B.S. in Business Administration, specializing in Finance and Business Intelligence & Analytics - Creighton University's Heider College of Business