Nic Perez

MBA, CFP®
nperez@monetagroup.com
(314) 244-3277
As Senior Advisor on the Diederich Simmons 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 Jill, a wedding designer, live in University City and have been blessed to raise four children, Charleston (9), Hattie (8), Everett (6), and Teddy (2). 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