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Nic Perez

Partner

MBA, CFP®

As a Partner on the Diederich Simmons Perez Team, Nic serves as advocate and trusted advisor for entrepreneurs, business owners, multi-generational families and emerging affluent to simplify complex matters and navigate the ever-changing future. Nic has extensive experience finding creative solutions in tax, business, and estate matters that make a meaningful difference in real time and across generations. Nic enjoys building long-term, meaningful relationships with clients and extended family members.

Originally from Houston, Nic attended the University of Kansas and double majored in Business and Graphic Design, before completing his MBA at Emory University in Atlanta. Upon graduation from Emory and during the aftermath of the great recession, Nic joined Gene Diederich in 2011, then CEO of Moneta, to oversee client relationships and lay the groundwork for the new team. Nic is a team player and enjoys collaborating with experts both inside and outside of Moneta on behalf of his clients to deliver meaningful solutions.

Family is what fuels Nic’s motivation to achieve his goals, exceed expectations, and provide a great example. Nic and his wife, a wedding designer, live in University City and have been blessed to raise four children. Nic enjoys making memories with friends and family by traveling, skiing, playing golf and watching or coaching his kid’s sports.

  • CERTIFIED FINANCIAL PLANNER®
  • Board of Trustees, Maryland Terrace Neighborhood Association
  • Committee Member, Ronald McDonald House Charities® Kids & Clays
  • American Society of Pension Professionals & Actuaries, Member

A WEALTH OF INFORMATION

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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

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