Nic Gordon, MS, CFP®, MPAS®

Nic serves as a Financial Advisor, empowering clients to make better financial decisions and make forward progress toward both short and long-term financial goals. Through strategic planning and engaging with clients beyond the basics of saving, investing, and minimizing taxes, Nic brings a comprehensive approach to financial planning. He has a background in finance with experience in personal banking and mutual funds, prior to obtaining several securities licenses and earning his CFP^® designation.

Nic holds a bachelor’s in business management from the University of Missouri – Columbia in addition to a master’s degree in Personal Financial Planning and a Master Planner of Advanced Studies (MPAS^®) designation. Away from work, Nic is a devoted family man, spending quality time with his wife and two children, travelling or exploring new places in their camper. In addition to family time, Nic enjoys staying active through biking, kayaking, swimming, and ice hockey.