From the beginning of his career, Mark Nicolet committed himself to making an impact. With a passion for advising and coaching others, Mark works with his clients on an individual level to better understand their specific priorities and time frames. With his attention to detail and gift for communication, Mark makes sure their actions match their priorities and the vision of what they want. He not only believes that eliminating debt and investing for the long term is the ideal way to build wealth, he is also committed to educating and empowering his clients to make smart decisions about college savings, retirement, investment goals and their overall financial future.
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. Continuing his efforts to make an impact, he partners with nonprofit A Weight Off, a resource to inform and empower the aging community as well as hosts a Father-Son breakfast for local Lakewood families.
Mark earned his MBA from Drake University and has obtained his CFP® designation. He is a qualified Dave 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 also holds a Life and Health Insurance license.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.