About
Nick has been helping clients with their investment and planning needs since 2016 in a career that has stretched across several facets of the financial industry, including real estate investing, mortgage lending, insurance and wealth management. In his current position as a financial advisor on Stephen Stricklin’s team at Wealth Enhancement, he works with prospective clients to identify their goals and help implement customized financial strategies to make their dreams a reality. He enjoys educating families about financial matters and helping them better understand the strategies available to help achieve long-term financial goals and independence.
Nick lives in Independence, Missouri with his wife, Jaclyn, and their five children. When he’s not meeting with clients, Nick enjoys spending time with his family, working out, cooking and serving in their local church.
Education
- BS, Business Management & Finance, University of Missouri - Columbia
Resources from Nick Phillips
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation