Nick is a licensed attorney and a CERTIFIED FINANCIAL PLANNER™. He serves as the firm's Principal Attorney, as he has extensive experience in: estate planning, tax planning, business planning, wealth management, financial planning, retirement planning, education funding, money management, social security, insurance, and annuities. He is driven by his passion to be a trusted advisor to families, individuals, and business professionals, helping them build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. Nick believes a client’s strategy should be clear, concise, and easy to implement and understand.
Prior to becoming an attorney and a CERTIFIED FINANCIAL PLANNER™, Nick was a U.S. Army Infantry Officer. Nick is a combat veteran of the Iraq War, where he received a Bronze Star Medal. After continuously serving in the Army (Active Duty and National Guard) since 1999, Nick retired in 2021 with twenty-two years of honorable service. While serving in the Kansas National Guard, Nick also served as a Kansas State Trooper from 2007-2011. Nick's integrity, attention to detail, and commitment to excellence served him well both in the Army and as a State Trooper; he now focuses those attributes on serving his clients.
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Brenda serves as the firm's Client Service Manager. She was born in Puerto Rico, and at a young age her family moved to the Continental United States. She later attended the University of Central Missouri. She is a member of a large family, and she has experience working in management and customer service. Her main objective at the firm is to interact with clients to ensure a quality experience, while taking into account the unique aspects of each client’s case. Brenda is bilingual, fluent in both English and Spanish.