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Nick has over 25 years of experience as a financial advisor and senior leader in the wealth management industry. He has enjoyed the opportunity in his leadership roles to have hired, trained, and coached many industry professionals and financial advisors. Prior to joining Visionary, Nick served on the executive team for an 85-year-old publicly traded financial services company where he oversaw 11 states in the central region of the country; he supervised over 600 advisors and field employees who served thousands of wealth management clients with cumulative assets of over 27 billion dollars. Nick’s responsibilities included regulatory oversight, client and advisor public speaking engagements, in addition to managing the operational and growth-related aspects of the business. He also served multiple consecutive years on the firm’s Leadership Council which was a small elite group of top performers recognized for outstanding results across all metrics by which they were measured.
Nick is a member of The Insight Group, a committed team of advisors serving the wealth management and financial planning needs of their clients. The decision to join the team was an easy one since Nick has a two-decade long personal and working relationship with the founding partner of the team, Selden Martin. The Insight Group delivers advice in a fiduciary, non-conflicted framework of trust, service, and transparent communication. Their overarching focus on building relationships based upon trust, integrity, and the technical competency necessary to serve clients at the highest level were just a few of the team’s characteristics appealing to Nick. He and his wife Shari were clients of the Insight Group prior to joining Visionary, and the client experience they received firsthand further reinforced his decision to join the firm.
Nick holds the Chartered Retirement Planning Counselor (CRPC®) designation obtained through the American College for Financial Planning. He also holds his Series, 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, and a Life and Health Insurance license.
Nick and Shari have two children, one of which is employed in the investment industry, and their youngest is in high school. The Miskovs are native to the St. Louis area and currently reside in Ballwin. Nick and Shari are very active in their local church parish and support various charitable foundations through service. Shari is also a team member of the Insight Group and Nick has the pleasure working side by side with her daily. Nick and Shari are lifelong Cardinals, Blues, and KC Chiefs fans; they even named their beautiful Golden Retriever “Chief”!