Advisor Profile

Nicholas is a Senior Client Service Associate based in Rochester, MN, serving both the Rochester and Sioux Falls offices. He will serve as a dedicated resource to clients, helping deliver exceptional service and personalized support. 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. 

Most recently, Nicholas worked for Choreo supporting the Cedar Rapids and Davenport team in both the Cedar Rapids, Iowa and Des Moines, Iowa offices. Prior to that, he was one of 21 college graduates selected for Wells Fargo’s prestigious Wealth & Investment Management (WIM) Analyst Program that he finished in May 2020. 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 a 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. Nicholas and his wife recently relocated to Rochester as she has started her dermatology residency at the presitigious Mayo Clinic.

EDUCATION

• Bachelor of Science in Business Administration, Finance and Business Intelligence & Analytics - Creighton
  University's Heider College of Business in Omaha, Nebraska