As an Advisor on the SHCB Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them.

After graduating from Missouri State University with a bachelor’s degree in Accounting and minor in Computer Information Systems, Nick joined Moneta in 2014 because of the firm’s outstanding reputation in the financial planning industry. He was especially attracted to Moneta’s culture of sharing its collective expertise across teams to ensure the best possible client experience while also developing its rising talent. He earned his CFP® designation at Moneta as validation of his demonstrated determination to excel as a financial advisor.

Nick enjoys spending time with his family and friends. His wife and son share in his fandom for the St. Louis Blues and Cardinals as they attend as many games together as they can.

• Bachelor of Science, Accounting, Computer Information Systems minor, Missouri State University
• CERTIFIED FINANCIAL PLANNER®