Mark Nicolet, CFP®, MBA

From the beginning of his career, Mark Nicolet committed to making an impact. With a passion for advising and coaching others through their next best financial decisions, Mark works with his clients on an individual level to better understand their priorities and time frames. With his attention to detail, diligence, and joy for behavioral finance, Mark wants his clients’ planning to match their priorities and vison of what they want. He believes in eliminating debt and investing for the long term. He is also committed to comprehensive planning, helping in decisions focused on retirement, college savings, and future professional and personal financial freedom.

Growing up in the Midwest, Mark was an All-American quarterback and captain for his collegiate football team. He played several seasons in Europe and the arena league before returning to his alma mater, Hillsdale College, to coach collegiate football. Mark earned his MBA from Drake University in 2013, obtained his CFP® designation in 2017, and is a qualified Ramsey SmartVestor Pro for investing and financial planning.

He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 63, and 7 through LPL Financial, as well as his Life and Health Insurance License. Mark met his wife, Meg, at Hillsdale, and they have four sons and love family time. Here’s to your next best steps.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.