Nick Eggert

Sr. Client Success Manager

Nick is a Sr CSM at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 5 years experience in the field. Nick brings an abundance of experience to his role as a Sr CSM with his start in insurance sales and later in private wealth management and financial planning. Nick is passionate about helping people, and helping the world. With his background, he is adept in the fields of socially responsible investing, investment analytics, retirement and education planning.

During his college years, Nick participated in the cheer team where he traveled alongside the football and basketball teams, which makes him, you guessed it, a massive Wisconsin Badgers fan. In Nick’s free time, he enjoys spending time with his family and friends, reading, running, playing and coaching soccer, ultimate Frisbee, and whatever else the day may hold.

Education: University of Wisconsin – Madison (BS)

"Our deepest fear is not that we are inadequate, our deepest fear is that we are powerful beyond measure." -Marianne Williamson

Follow Nick

Get to know Nick

Hiking in Colorado

My family shortly after completing our annual Thanksgiving day race

My girlfriend Felis and I

A little throwback to my college days

What was the best concert you ever attended?

Dermot Kennedy

What's the last book you read?

Words of Radiance by Brandon Sanderson

If you could visit anywhere in the world you've never been, where would you go?

South Africa

Where's your favorite place in the world?

My family cottage located in northern Wisconsin

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.