Education
BA in Finance, Economics, and Accounting, Carthage College
Certifications
CERTIFED FINANCIAL PLANNER ™
Professional Organization Memberships
FPA, AICPA
Phone
312.376.8350
Email
nthompson@chicagowm.com
Education
BA in Finance, Economics, and Accounting, Carthage College
Certifications
CERTIFED FINANCIAL PLANNER ™
Professional Organization Memberships
FPA, AICPA
Phone
312.376.8350
Email
nthompson@chicagowm.com
Nick is a principal and portfolio manager at Chicago Wealth Management, Inc. Nick joined the firm in 2007. Since then, his role has expanded from working primarily with clients in the early accumulation phase of investing to providing advice for all individual and small business retirement plan clients of the firm. Nick focuses on providing comprehensive advice to his clients that includes flexibility in their planning and investment objectives geared toward reaching long term financial goals. Nick also contributes research towards the firm’s investments, compliance, and overall business development.
Nick lives in Winfield, IL with his wife Abby and their five children Ava, Claire, Samuel, Hayley, and Scarlett. He is active in a variety of community activities, including Sts. Peter and Paul Catholic School (Board member) & Church, the Knights of Columbus, Society of St. Vincent DePaul, and coaching a variety of youth sports for his kids.