4 weeks ago
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these...
Managing Principal
Nick joined CAPTRUST in 2022 from Frontier Wealth Management, where he served as principal and chief executive officer. He guided Frontier in transforming from a small independent advisory firm into an evolving wealth advisory platform.
Nick holds a Bachelor of Science degree in business administration from the University of Kansas, and he previously served on the University of Kansas Edwards Campus board of advisors and the Phi Delta Theta Corporation board of directors. Most important, Nick is married to his wife, Clare; together, they have four children: Lael, Emma, Mary Catherine, and Michael. They are actively involved with Children’s Mercy Hospital and Young Presidents Organization (YPO).
4 weeks ago
The income tax benefits offered by 529 plans make these...
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