Financial Advisor, RJFS
As a member of the Forman Investment Services Team, Nick works with clients to help build and preserve their wealth. He works 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.
Nick has worked for Northwestern Mutual in Fort Wayne and Thorne Insurance Agency in Wabash, Indiana. Nick has also worked as a Private Client Banker at JP Morgan Chase.
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. Nick currently lives in Columbus with his wife, Maggie and their two sons. They attend St. Peter’s Lutheran Church. In his free time, Nick enjoys golf, basketball and attending concerts.