Nick Gaumer

Nick Gaumer is an experienced finance professional currently serving as the Manager of Trading and Compliance at SFMG Wealth Advisors since June 2013. Before this role, Nick held various positions at Fidelity Investments, including Compliance Representative and Compliance Intern, where responsibilities included analyzing securities transactions and ensuring compliance with regulations. Nick's earlier experience includes providing customer service at the Tournament Players Club at Craig Ranch and interning in finance with the Frisco RoughRiders, focusing on financial reconciliation and reporting. Nick Gaumer holds a Bachelor's degree in Business Administration with a concentration in Finance from the University of North Texas and is a Level 3 candidate in the CFA program through the CFA Institute.