Get to know us.

Nick Eggert, CFP®

Describe your perfect day?

My perfect day would be waking up early for a cup of coffee at my cabin in northern Wisconsin, followed by a morning run and then spending the rest of the day with my family out on the lake and/or playing boardgames.

What do you most like about your job?

I love helping my clients achieve their goals. There’s nothing quite as amazing as telling clients they can retire, or pay for their kids' education, or buy that new home etc.

Surprise us, something we don't know about you?

I love to play or coach soccer and am a die hard Green Bay Packers fan!

How long have you worked in Financial Services?

10+ years

About

As a CERTIFIED FINANCIAL PLANNER® professional, I am driven by a deep-seated passion for investing and a commitment to helping individuals navigate their financial journeys with confidence. My approach is built on the foundation of servicing members with integrity, ensuring that every financial plan is as unique as the person behind it. I believe that the key to a successful partnership is superb communication. I take pride in translating complex financial concepts into clear, actionable strategies, keeping my clients informed and empowered every step of the way. Whether it's exploring ESG themes or building long-term wealth, my goal is to provide the clarity and expertise needed to enrich your life beyond expectation.

Education

Bachelors of Science in Economics with a Math Emphasis from the University of Wisconsin-Madison

Expertise

Investments, ESG investments, Retirement Planning

Experience

I previously worked as a Senior Financial Planner for a high growth startup servicing over 300 households and assisting with things like cash flow planning, retirement planning, investment planning etc.