"I aspire to guide clients to reach new heights in their lives – take that bucket list trip, create career opportunities for their children, retire early and maximize time with loved ones. I believe that begins by improving and sustaining financial health and well-being."
Karen’s younger son, Nicholas, knew from a young age that he had a passion for the financial world - just like his mother and older brother. To pursue this passion, he attended Wisconsin University and received a dual degree in Finance and Risk Management from Wisconsin's Business School.
Nick participated in two consecutive summer internships at Brinker Capital and Milliman - two prestigious investment firms in Philadelphia and Chicago. During each internship, he was able to see the ins-and-outs of how investments are managed, while also learning the importance of customer service through daily interaction with clients.
Upon graduation, Nicholas joined DeRose FPG with his mother and brother where he now works as a Senior Financial Planning Coordinator. He helps Karen and Anthony in building financial plans. This includes data input, designing strategies for financial plans, and interfacing with clients during the entire planning process. Nicholas has his Illinois Life & Health Insurance licenses, along with his Series 7 and 66 registrations and is currently working toward his CFP certification.
Nick prides himself in living as healthy of a life as possible. Staying active is incredibly important to him. He has completed two Marathons as well as two Tough Mudder competitions and plans to participate in more! When he’s not running, lifting weights, or attending workout classes, Nick enjoys watching movies, exploring his home city of Chicago, and reading up on nutrition and wellness trends.