Nik has been a fiduciary financial advisor & wealth manager since 2012. Before that, he was an active duty finance officer in the Air Force and as a GS employee from 2003-2012, so Nik has extensive experience with military, government, and contractor clients. He is well-versed in the myriad financial benefits of government service and how to make the most of them. Nik also has extensive experience with RSUs, stock options and other corporate/executive equity benefits and with utilizing life insurance and annuities in well-rounded financial and retirement plans.Nik has three kids and an active-duty spouse, so he is no stranger to the financial demands and competing priorities of an active family life!

Niklaus holds a BBA in Finance from the University of Michigan (2003) and an MBA in Finance from Auburn University (2009). He is licensed in Life Insurance and holds Series 6, 63, 65, and 7 licenses. He also holds the professional designation of Certified Financial Educator (CFEd).

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