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Financial Advisor, RJFS

A native of Marion, Indiana, Nick attended Ball State University and earned his Bachelor of Science degree in Finance, with a concentration on planning and investing, in 2014. After working for Northwestern Mutual in Fort Wayne and Thorne Insurance Agency in Wabash, Nick most recently worked as a Private Client Banker at JP Morgan Chase. Nick currently lives in Columbus with his wife, Maggie and son, Oliver. They attend St. Peter’s Lutheran Church. In his free time, Nick enjoys golf, basketball and attending concerts.

As a member of the Forman Investment Services Team, Nick will work with FIS clients to help build and preserve their wealth. He will work with clients on an individual basis to develop personalized wealth management strategies to build a portfolio that compliments both short-term and long-term goals.

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