Nick Cosky , CFP®

Owner & Wealth Manager

Why did you choose to be part of the BDF team?

I love knowing that I can walk down the hall to ask a colleague a question about a client situation. My teammates not only provide me with unique ideas, but they also demonstrate the strength of working on a team.

What do you enjoy most about being a part of the BDF team?

Wealth management is a constant learning experience. We get to teach and learn all at the same time. I’m a huge believer that the best way to become proficient at something is to teach it to someone else.

What do you enjoy most about your role at BDF?

I love building relationships with clients and learning about everything that matters to them. No one client situation is the same, and there is never a typical situation or stock answer. All of our interactions, advice and problem solving are unique to each client.

What do your clients appreciate most about you?

I think our clients appreciate my enthusiasm and passion for what I do. I educate clients on understanding their money and financial independence—that’s a great thing.

What unique skills or characteristics make you uniquely qualified for this work?

My liberal arts education is paramount to my ability to communicate with all types of clients, prospects and outside professionals. My ability to communicate through written word and in presentation settings adds value for our clients.

Full Bio

Nick has always enjoyed working with people and numbers, yet the biggest influence that drew him to Wealth Management was his time working at the Smithsonian Institution. There he saw firsthand as individual donors and successful families made gifts to the Institution—gifts that would benefit this generation and beyond. He was fascinated with the idea that “someone could build their wealth to a point that they’d have the resources to support the greater good”.

Nick recognizes that working with his clients is about more than helping them navigate their finances. Many clients come to BDF with a great understanding of certain aspects of their financial lives, but they need help in other areas to pull the whole picture together. Adding understanding or knowledge where it is needed, Nick helps his clients create a holistic view of what they can achieve during their lifetime.

Being involved in relationships where he can make a meaningful difference in clients’ lives is what inspires Nick. He finds that helping someone transition through a change in their life, make a life decision or realize a business goal, is truly rewarding.

Prior to relocating to Chicago and joining BDF, Nick was a Financial Advisor at an RIA firm in Salt Lake City, Utah. He also worked for the Smithsonian Institution and Foreign Policy magazine in Washington, DC. Nick graduated from Lawrence University in Appleton, Wisconsin, with majors in History and English. He earned his Certified Financial Planner™ certification through Boston University’s Institute of Finance. Nick contributed to the article 4 Money Disasters You Can Head Off Tomorrow, in Inc. Magazine and has also been mentioned in the Daily Herald Business Ledger and Heritage Magazine for the Intelligent Collector.

Nick currently serves on the Auxiliary Board at the Art Institute of Chicago. The Auxiliary Board works with the community to provide financial support, awareness, and publicity for the Art Institute, and art education.  He previously served on the Board of Directors of the Evening Associates at the Art Institute of Chicago. Away from the office, he enjoys spending time with his family, exploring new restaurants and wines, and playing or watching hockey.

If you are seeking a wealth manager who will share your passion in achieving your goals, call Nick.