Nick Kerger, CFP®

Wealth Advisor

Nick joined the firm in April 2016.  His passion as a Wealth Advisor is rooted in relationship building and striving to make clients’ dreams into reality.  He is part of our Client Experience team, working to enrich all aspects of the experience of being a firm client.

Before coming to us, Nick worked as an Investment Analyst for Aon Hewitt Investment Consulting.  He is a CERTIFIED FINANCIAL PLANNER™ professional.

Nick graduated from Marquette University with a Bachelor of Science in Finance and Economics.  He was also part of the Applied Investment Management Program (AIM), focusing on portfolio management, equity research, and investing a portion of the school’s endowment.

Outside of the office, Nick enjoys traveling, running races, and exploring the city of Chicago, especially the restaurants.  Nick enjoys playing/watching all sports.

For an advisor who is genuinely committed to building a trusting relationship and making your dreams a reality, call Nick.


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