portrait of Nick McDonald

About Nick

Humanizing investing is my goal. While money cannot buy happiness, it surely is a source of pride, accomplishment and fuels our aspirations. We have an emotional relationship with money, and logic can go out the window in times of stress or life changes. That to me is where a financial advisor can provide the most value.

As a US Army veteran with 10 years in the financial industry, I have learned to invest my time in understanding what is most important to you, the client, and to understand what you are working toward before investing your money. It is also important...

Focus Areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2020 to Current
  • Rapids HondaApril 2019 to September 2020

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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