Nick Orphan joined A. Montag & Associates as a senior marketing person and Financial Planner in 2001. Nick also heads our new Insurance Counseling service. He has over 30 years of experience in the financial services arena, having previously taken early retirement from a large, national insurance company, where he served as a company officer over-seeing about 25% of the field force and new sales. Nick has extensive business experience, having run his own business, as well as consulted with dozens of successful business owners. Prior to joining A. Montag, Nick operated an independent Financial Planning business in Atlanta.

Nick is a graduate of the University of Cincinnati, with a BS in Political Science, has an MS in Management as well as an MS in Financial Services from the American College in Bryn Mawr, Pa. He is a Certified Financial Planner™ certificant, a Chartered Financial Consultant, and a Chartered Life Underwriter. He is a member of the Financial Planning Association, the Atlanta Estate Planning Council, the Society of Financial Service Professionals, and other industry organizations.

A native of Kentucky, Nick is married to Myrna, a marketing executive in Atlanta, and they have two grown children. Nick is past president of his Rotary Club, and was active in several youth sports programs as a coach and organizer. He is an active squash player, fitness enthusiast, and sports fan.