Nick Gyeszat, CIMA®

Director of Strategic Planning

My professional focus is on developing and maintaining formal, financial plans for our clients, as well as tracking performance and due diligence of the money managers we employ in our clients' investment portfolios.

Bachelors of Arts in Economics from The Ohio State University



Hold the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™ and taught in conjunction with the Yale School of Management.


Carries his Series 65 and Series 63 license.


Ohio State Football, My Dogs and as a new homeowner… house projects.


“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”  -Warren Buffett

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