Let us help you build a bridge to fulfill your personal mission.
Let us help you build a bridge to fulfill your personal mission.
Meet our team of professionals ready to partner with you on your financial journey.
Nick has over 20 years of experience in the financial services industry and focuses on providing a client-centered process of working together to understand each client’s needs and to educate them on their financial options. He prides himself on working with clients to establish long-lasting and mutually beneficial relationships while keeping the client’s goals and objectives at the heart of his advice. His expertise lies in pre-retirement, retirement, and education planning by setting realistic expectations with clients through open and honest lines of communication. He is passionate on helping people navigate through their financial needs to develop a personalized plan for their families.
Nick is born and raised in Andover, MN and is a graduate of Totino Grace high school. He holds a Bachelor of Arts degree from the University of St Thomas and completed education coursework from Bemidji State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, 66, 9, 10 and MN Life & Health insurance licenses.
Community Involvement is a passion of Nick’s and is highly active in the community through his involvement in the Coon Rapids Rotary, where he has served as President, and recently served as chairman on the Emma B. Howe YMCA Community Board. He is also active with Stepping Stone Emergency Housing in Anoka, and St. Stephen's Catholic Church where he and now his children attend school.
Nick continues to live in Andover with his wife Kari, Executive Director of the nonprofit GRACE Inc.; their two children, Bennett and Andrew; and their black lab, Gilda and cat, Oppie. His hobbies include supporting his children's baseball, soccer and golf ventures, snowmobiling, fishing, hunting, boating, bicycling, golf, and planting/landscaping.
Certified Financial Planner Board of
Standards, Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™, and CFP® (with plaque design)
in the United States, which it authorizes use
of by individuals who successfully complete
CFP Board’s initial and ongoing certification
requirements.
We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on these same core values.
At MissionBridge Wealth we believe God has given us the skills, experiences, and resources to make a positive difference in the lives of our families and our communities. We understand everyone may not have the same beliefs which is why encourage productive conversations to understand and appreciate differences, while being true to our core beliefs.
We believe in investing in the next generation of our clients so they can be better prepared for their financial future. We encourage a work culture that supports spending quality time with family and loved ones. With this, we look forward to learning more about you and your family!
At MissionBridge Wealth, we're cultivating a culture that eliminates negative feelings about wealth. Money is neither good nor bad, it is simply a tool we use to fund the things we prioritize as valuable. With that, we empower our clients and partners who have a passion toward helping others through charitable giving. We believe generosity is not limited to dollars, as it can be lived out through our actions. We strive to be a positive light in our communities and we invite you to join us!
We believe honest communication is key in the good times and the “less good” times. When you work with us, we give recommendations based on your best interests. We strive to create an open space to have deeper conversations about your goals, while clearly communicating costs and how your investments play a part in your financial picture.
We believe in helping people climb their mountain of most significance. Through our WISDOM process we ask questions to search for what is most important in your life. What do you want out of life? What legacy do you want to leave? What do you want from your wealth? Having conversations around your most significant goals helps us create meaningful recommendations.
When you engage our team, you should immediately feel a sense of confidence because you've already taken purposeful action toward attaining the life you say you want.
At MissionBridge Wealth you should expect a level of personal understanding, professionalism, and knowledge. To best serve you, our team is committed to personal and professional growth. We choose to constantly evaluate our knowledge, recommendations and our decisions that impact your life every day.
We take a holistic approach to financial planning, looking at not only your investments and retirement plan but also making sure you are tax efficient with your income, Charitable giving, Social Security and estate, while also not over-paying for healthcare in retirement. Our role is to be your guide as you scale your “mountain of most significance.” With that, we know the best climbs have a team headed in the same direction, which is why we look to partner with your legal and tax professionals so you can focus on living your retirement to the fullest.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. Through guidance and education of our WISDOM-driven process, you'll gain confidence to make many financial decisions, and we'll be here to guide you every step of the way.
We're blessed to have gained wisdom and experiences of people who have been where you want to go.
Situation | Solution |
| You need some hands-on guidance on which investment strategies are right for you. | Investment Management Accomplish your short and long-term objectives with an investment portfolio tailored according to your unique risk profile. |
| You’re in the middle of your career, just started a family and have assets all over the place that need some organization. | Retirement Planning Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life. |
| Now that you’re getting older, you want to review your current policies and see if others better suit your needs. | Insurance Alternatives Our access to some of the top providers in the country enables us to hand-pick the insurance solutions that offer the most value at a price that’s right for you. |
At The MissionBridge Wealth Partners, we enjoy helping compassionate people give back to others in need. Through our Bridge to Community program we help connect people to opportunities to make a difference in their local community. This initiative highlights efforts of local non-profits through conducting interviews with non-profit leaders, sharing events, and giving opportunities. Through our program, we also contribute financially to support non-profits in growing their impact.
Many #BridgetoCommunity posts offer an opportunity to like/share through our social media pages while supporting local charities. Follow our Facebook page for opportunities to help grow positive impact!
Your wellbeing is at the heart of the advice we offer, the services we provide and the products we recommend. Reach out and we'll do all we can to exceed your expectations.
