Meet Nick
Nick joined Mercer Advisors in 2022 through the acquisition of Heim, Young & Associates, where he spent two years as a Financial Planner. His experience helps clients turn complex financial decision making into simple, confident choices. Nick began his career after earning a B.S. degree in finance from Missouri State University. He is a CERTIFIED FINANCIAL PLANNER® professional. Nick’s experience spans banks, boutique advisory firms, and large national financial planning organizations, giving him a wellrounded perspective on the strategies and services best suited to support his clients.
Nick’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nick has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Helping tech founders plan through rapid growth and funding events — and what comes after the exit; experience with Microsoft employees
His working style
Nick brings clarity to complexity. He guides families through financial decisions by breaking down topics into clear, meaningful choices. Nick stays engaged through regular reviews, so clients always feel informed and aligned with their goals. He is always quick to respond, and there when you need him most.
Nick in real life
What keeps you busy outside of work?
I’m usually at home with my wife and our dog, tackling home projects, or trying to keep the dog from undoing them.
What makes you tick?
I’m driven by challenges that require discipline, endurance, and long-term focus, and I find purpose in pushing myself to grow through them.
How do you give back?
I mentor students as they practice financial planning conversations and learn how to offer practical, client-focused advice.
Meet Nick’s Teammates
Paul Seidman
Sr. Vice President
What Nick Says
Paul has a gift for connecting people. His genuine desire to help others is clear in every conversation we have.
Kaz Woodward
Regional Vice President
What Nick Says
Kaz continues to blaze new trails for our client development in the Midwest. He often leads with conversations that build trust, to help every new client feel confident and eager to work with Mercer Advisors.
Brent Singleton
Partner
What Nick Says
I’ve worked alongside Brent for several years supporting ultra-high-net-worth clients. That experience continues to shape my own practice as we regularly collaborate on financial planning strategies and discuss evolving economic conditions.
Ready to learn more?
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