"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."
Nicholas, Karen's younger son, knew from a young age that he had a passion for the financial world (just like his mother and older brother). He thus attended Wisconsin University where he received a dual degree in Finance and Risk Management from Wisconsin's Business School.
During summers, he had two consecutive internships at Brinker Capital and Milliman, two prestigious investment firms in Philadelphia/Chicago. In each, he was able to see the machinations of how investments are managed, while also learning the importance of customer service (as he interfaced with clients daily).
Upon graduation (and a slight detour in medical school), Nicholas joined DeRose FPG with his mother/brother where he now works as a senior FP coordinator. He thus helps Karen/Anthony in building financial plans, which 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 licenses.