Nick Eggert, CFP®
Senior Financial Planner
Nick is a Midwest native growing up in Madison, WI and then moving to Chicago IL. He’s passionate about helping members use financial planning to accomplish the things in life that truly matter. Nick loves baking and spending time outside such as running, playing with his dog, relaxing out on the lake, skiing, hiking etc. Nick has experience helping members explore ESG investing and investing with their values in mind.
Education: B.S. Economics with a Math Emphasis and a Sustainability Certificate from the University Wisconsin – Madison
"Our deepest fear is not that we are inadequate, our deepest fear is that we are powerful beyond measure."
- Marianne Williamson
Get to know Nick
The day we met and decided to adopt our pup, Soy!
Thailand was my favorite place I’ve ever visited, so far
Santorini Greece was everything we thought it would be
Matching pajamas for our Christmas celebration with my family including all our dogs and my niece!
What book, movie, music, etc. changed your outlook on life?
When Breath Become Air by Paul Kalanithi
Where's your favorite place in the world?
My family cabin in northern Wisconsin
Is there any experience you think everyone should be required to have? What is it?
Travel to Thailand
What topic could you give an hour-long presentation on with little to no preparation?
The Green Bay Packers