Nicholas Reiland is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®) with over 20 years of experience in the financial services industry. He is passionate about empowering his clients to make informed financial decisions while collaboratively developing proactive, tax-efficient strategies tailored to their unique needs. Nick specializes in helping clients define personal goals, explore opportunities, and implement realistic plans to achieve them. He is dedicated to safeguarding his clients' hard-earned retirement assets while employing effective growth strategies to ensure a long and comfortable retirement. His ultimate mission is to guide clients toward financial success and the fulfillment of their lifelong dreams.
Nick earned his Bachelor's Degree in Finance, with minors in Economics and Accounting, from the University of Iowa in 2000. He holds Series 63 and 65 securities licenses as well as life and health insurance licenses. In 2005, he earned the prestigious CFP® certification, which requires rigorous education, extensive experience, and adherence to the highest ethical and professional standards. He further advanced his expertise by attaining the ChFC® designation in 2010 and the CEPA® designation in 2021, ensuring he remains equipped to address the evolving needs of his clients.
Outside of work, Nick enjoys traveling, golfing, and spending quality time with his wife Shannon and their three children. A devoted fan of the Iowa Hawkeyes and Chicago sports teams, Nick and his family proudly call Naperville, IL, home.
