Nick Wilkins

Nick Wilkins

Nick is a managing partner. For more than 20 years, he has partnered with his clients as their personal CFO and has helped them gain more clarity and confidence in their financial lives. Nick believes the only way to be a true advocate for his clients is to be an independent advisor with a holistic approach. This ensures that he is only beholden to his clients, not a specific company or a product.

Nick is an Accredited Investment Fiduciary® (AIF®) designee, highlighting his commitment to putting his client’s best interests first. He has been named in Chicago Magazine as a Five Star Wealth Manager.1 Nick has been a guest speaker at the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Million Dollar Round Table (MDRT).2 He has served on the Commonwealth Financial Network Advisory Board and currently serves on the Chicago Board of Directors for the Muscular Dystrophy Association (MDA) and the Tripp Healy Foundation.

Nick lives in Roscoe Village, with his wife, Brigette, and three boys, Thomas, Connor, and Peter. He loves coaching his boys in baseball and football. Nick is an average golfer and enjoys skiing, live music, attempting yoga, and spending time with family and friends.

*2012, 2013, 2018 Five Star Wealth Manager, created by Five Star Professional. The 2018 award was presented in 10/2018 based on data gathered within 12 months preceding the issue date. 5,449 award candidates were considered 435 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of the advisor's future performance. Your experience may vary. For more information, please visit www.mdrt.org.