Commonwealth Financial Group
Nicholas Roop, CEPA®, serves as a Senior Managing Associate and Financial Planner at Commonwealth Financial Group since August 2018. Previously, Nicholas held leadership roles including President at Prosperity BNI from October 2020 to July 2022 and Product Supply Key Account Lead at Keurig Green Mountain, Inc. from December 2015 to April 2019. Nicholas began a career in the Marine Corps, serving as Supply Administrative Chief for the 6th Marine Regiment, where responsibilities included supervising over $180 million in assets and managing logistical support. Nicholas holds a Bachelor's Degree in Management from Norwich University, completed in 2015.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.