Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Nicholas A. Curtis, CFP<sup>®</sup>, ChFC<sup>®</sup>

Nicholas A. Curtis, CFP®, ChFC®

Financial Advisor

Nick, CFP, ChFC is key component to our team in being our lead advisor.  He has a passion for helping our clients acheive financial freedom and security.  He continues to enhance our clients lives by providing expert advise and comprehensive planning strategies. Nick joined our team in 2019 after running his own planning practice with Northwestern Mutual for 6 years.

Nick graduated in 2008 with a BSBA in Human Resources from The Ohio State University. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and Chartered Financial Consultant ChFC® designation from The American College, which are specialized post-graduate credentials in the fields of estate and business financial planning. Nick also holds his FINRA Series 6, Series 63, and Series 7 registrations.

Nick lives in Columbus, OH with his wife and three sons.  He is an active member in the community, and enjoys volunteering with the Boy Scouts of America.  He is a major fan of NASCAR and The Ohio State Buckeyes.

 

Jon D. Cross, CFP®, CLU®, ChFC®
Wealth Management Advisor


The Cross Wealth Management Group

 

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