"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."
Nick has been with DeRose FPG for five years. As Partner, Nick oversees and directions our Planning Team, facilitates implementation of Plan Recommendations, and leads Client Planning Meetings. He assists Karen and Anthony in building financial plans and providing top-notch service to each one of our clients.
To pursue this passion for helping others through financial planning, Nick attended Wisconsin University and received a dual degree in Finance and Risk Management from Wisconsin's Business School. Since graduating, Nick has obtained his Illinois Life & Health Insurance licenses, along with his Series 7 and 66 licenses. He 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.