Nicholas Bowman

Nicholas Bowman, CFP®, MS, CEP® has over 12 years of experience in the financial services industry. Nicholas began their career in 2006 as a Network Administrator at BMW of Manhattan. In 2011, they transitioned to Morgan Stanley Smith Barney as a Project Supervisor for Seminar Development. In 2012, they joined Summit Financial Resources, Inc. as an Associate and Northeast Private Client Group - Guardian Life as a Planning Associate. In 2013, they were promoted to Director of Planning at Northeast Private Client Group - Guardian Life. In 2015, they became a Graduate Assistant at Texas Tech University and obtained a Masters of Science in Personal Financial Planning, as well as a Charitable Gifting Certificate. In 2016, they joined Vérité Group, LLC as Director of Relationship Management. In 2018, they joined Lion Street as part of the Advanced Design Team, where they are responsible for premium finance plan designs, developing a foreign nationals program, and assisting with loan rescue and charitable planning cases.

Nicholas Bowman, CFP®, MS, CEP® has a diverse educational background. In 2007, they obtained a Bachelor of Science in Professional Sales and Philosophy from William Paterson University of New Jersey. In 2015, they obtained their Series 7 certification from the Financial Industry Regulatory Authority (FINRA). Additionally, in 2013, they obtained their Life & Health Insurance Licenses from the National Insurance Producer Registry. In 2015 to 2017, they obtained their Master of Science in Personal Financial Planning and Advanced Charitable Planning from Texas Tech University. In 2020 to 2021, they obtained their Post Graduate Program in Artificial Intelligence and Machine Learning from Texas McCombs School of Business. Lastly, in 2020 to 2021, they obtained their Certified Estate Planner from the National Institute of Certified Estate Planners (NICEP). Nicholas also holds certifications from the CFP Board and NICEP as a Certified Financial Planner (CFP) and Certified Estate Planner (CEP) respectively.