Nicholas Tucker, APMA®

Chief Operating Officer

Executive Coach

Ph: 248.218.1250

Link to Coaching Card

Nick uses his analytical and innovative approach to assess an advisor’s strengths and weaknesses to develop a customized, detailed plan that helps their practice reach defined objectives. His clear operational focus and ability to generate fresh, new ideas unlocks the perfect solutions to keep a practice on track. He works with financial advisors on business planning, establishing objectives, creating structure, and conducts regular reviews of these systems to achieve efficiency for all team members. His personal values of integrity and establishing a balance between home and work life match the KMG culture. Nick has acquired his Series 7, 63, and is life and health insurance licensed. He holds a Finance degree from Western Michigan University. Nick currently resides in Michigan and enjoys playing soccer, adventure racing, mountain biking and most importantly, spending time with his wife, daughter, and two sons.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team