Nick Backe AIF®

Managing Director

Nick has been in the financial industry since 1992. He assists our corporate clients in the designing, implementation, and ongoing monitoring and servicing of Defined Contribution Plans. Nick also is very involved in educating plan participants on the value of the plans and saving for retirement. He has completed the Accredited Investment Fiduciary program through Foundation for Fiduciary Studies (fi360). Nick guides our clients and retirement plan participants though the Envision® Planning Process, assists them in developing and implementing comprehensive wealth management, retirement and investment plans. Nick enjoys spending quality time with his wife Heather, two sons and granddaughter. He enjoys golfing, fishing and water sports.