Nic Reed, CFP®
SENIOR Financial Planner
Nic is a Senior Financial Planner at Capstone. Helping his clients pursue their goals starts with developing deep relationships.
“I approach my work with a focus and determination to be the best I can be each and every day,” he says.”
Invested in your future
For Nic, financial planning isn’t just about the numbers. It’s about making sure his clients are informed and feel comfortable throughout the entire process. Financial planning isn’t a one and done thing. It’s a continuous process, and he views himself as a valued partner.
“My most important role with Capstone is ensuring our clients thoroughly understand their financial plan while I use my knowledge and experience to optimize their situation, “ Nic says.”
Building community
Nic is on the Board of Directors for Athletes for a Better World (ABW) and also enjoys volunteering in his church’s children’s ministry. In his free time, he enjoys time with his friends, playing sports and traveling. He and his wife Abby are expecting their first child.
Graduating from Olivet Nazarene University in 2020, Nic had a double major in Economics & Finance and Marketing with a concentration in Financial Planning. He was a member of the McGraw School of Business Investment Committee and president of the Student Athlete Advisory Committee.
Nic's Perspectives
