Nick Godfrey, APMA™

With over 15 years of experience in the finance industry, Nick has garnered extensive knowledge and experience in helping clients build and preserve their wealth.  Nick is an Accredited Portfolio Management Advisor™ (APMA™), and holds Series 6, 7, 9/10, 63 & 66 licenses.  Nick earned a Bachelor of Science degree in Business Management with an emphasis in Finance from the University of Phoenix.  

Nick has an extensive background in portfolio management allowing him to design and manage customized, comprehensive financial plans that reflect his clients’ unique objectives and provide ongoing oversight of their asset management, trust and estate planning, business development and other wealth and income strategies.  Nick’s focus is on building lasting relationships with his clients based on delivering quality and timely advice as well as trust.   

Nick is an active member of the Church of Jesus Christ of Latter-Day Saints. He completed his missionary service in San Antonio from 2006-2008. He also actively allots time to community service programs by volunteering with the “I Can Still Shine” organization, at the Keller Community Storehouse, and Tarrant & neighboring Area Food Banks.  He is also a routine donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program. In his spare time, Nick enjoys mountain biking, playing soccer, traveling, working out, spending time with his wife and 4 kids, coaching his kid’s soccer team and watching them play baseball & soccer.