Nick Bodmer brings more than 25 years of experience in financial & technology sales, helping clients navigate important decisions, solve complex challenges, and plan for the future. A graduate of Indiana University with degrees in Marketing and International Business, Nick has long been passionate about investing, financial markets, and the impact thoughtful planning can have on an individual's or family's future.
For years, Nick has helped family members navigate important financial and retirement planning decisions, an experience that inspired him to pursue a career in wealth management. He believes financial planning is about more than investments—it's about helping people achieve their goals, enjoy the retirement they've worked hard to earn, and gain confidence in their financial future.
Today, Nick works closely with individuals and families to develop personalized strategies focused on retirement planning, wealth preservation, and long-term financial well-being. He is committed to building lasting relationships and providing clients with the guidance, support, and resources they need throughout every stage of life. Nick holds his Series 65 license with JW Cole.
Nick lives in Tucson, Arizona, with his wife, Erin, and their daughter, Chayce. Family is at the center of everything he does, and he strives to treat every client like family. In his free time, Nick enjoys golfing, traveling, cooking, and perfecting his pizza-making craft.
