Nic PerezMBA, CFP®
In addition to Family CFO clientele, the Diederich Simmons Team also works with institutional clients to assist them in the prudent management of their endowments, foundations, and retirement plans.
Nic earned his B.S. in Business Administration and a B.F.A in Visual Communications from the University of Kansas and his MBA from Emory University in Atlanta. These degrees gave him the expertise needed to understand the complexities of wealth management. Additionally, Nic has achieved the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of Moneta, Nic is active in the St. Louis community. He serves as a committee member for the Ronald McDonald House Charities® annual Kids & Clays event and on an Allocation Panel for the United Way of Greater St. Louis, helping provide funding direction for the charity.
Nic lives in University City with his wife Jill and their four children, Charleston, Hattie, Everett and Teddy.
- CERTIFIED FINANCIAL PLANNER™
- American Society of Pension Professionals & Actuaries, Member
- Ronald McDonald House Charities® Kids & Clays, Committee Member
- United Way of Greater St. Louis, Allocation Panel