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Nicholas J Roewert, CWS®

Nicholas J Roewert, CWS®

Financial Planner / Partner

Nic specializes in dedicated, comprehensive financial planning, identifying key wealth management issues faced by his clients, and utilizing resources to pursue positive outcomes in wealth accumulation and generational wealth transfer.

He holds Securities Registrations Series 7 and 66.  Life & Health Insurance Licensed.  Certified Wealth Strategist.