Nick Lovitsch

Nick brings several years of experience and education in financial planning and wealth management to his role. He holds a B.S. in Agricultural and Consumer Economics with a concentration in Financial Planning from the University of Illinois.

Nick works with individuals and families across all stages of life, helping them connect their investment strategy with their broader financial plan. He takes a comprehensive approach to wealth management, considering not only how clients invest their assets, but how their investments fit alongside their goals, financial needs, and important decisions throughout their lives. His goal is to provide thoughtful strategies that evolve as each client's circumstances and priorities change.

Nick values a personal, relationship-driven way of working with clients and believes everyone deserves thoughtful advice and individual attention. He enjoys building lasting relationships and genuine friendships with his clients and being a trusted partner they can rely on as their financial lives evolve.

Nick calls Chicago home, where he lives with his two dogs, Larry and Phil. Outside of work, he enjoys sports, staying active, traveling, and spending time with family and friends