Nick heads up plan design, consultation, sales and management and individual wealth management. He has over 30 years of experience in the financial services industry and brings that knowledge to Kelley Investment Advisory Services.
Nick holds his FINRA Series 6, 22, 63, and 65 securities licenses and is an Accredited Investment Fiduciary® and Chartered Life Underwriter®. He is actively involved in the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals (SFSP), and the American Society of Pension Professionals and Actuaries (ASPPA). He is also a board member of the Pinnacle Bank Championship.
When not in the office, Nick enjoys golfing, watching sports, and cooking outdoors.