Nick joined A. Montag and Associates as a financial planner and insurance counselor in 2001. He has over 35 years of experience in the financial services arena, including 30 years with 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. He offers something unique: truly unbiased fee-only counseling and advice in the areas of insurance counsel and financial planning.

Nick is a graduate of the University of Cincinnati, with a BS in Political Science, and has an MS in Management and an MS in Financial Services from the American College in Bryn Mawr, Pennsylvania. In addition to being a Certified Financial Planner^™ (CFP^®), Nick is a Chartered Financial Consultant and a Chartered Life Underwriter. He is a member of the Financial Planning Association, the Society of Financial Service Professionals, and has served on the board of the Atlanta Estate Planning Council.

A native of Kentucky, Nick is married to Myrna, a retired marketing executive in Atlanta, and they have two grown children, Bethany and Kevin. They have lived in Sandy Springs since 1984. 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, golfer and sports fan.