Nick Gardner
Wealth Management Advisor|CFP®, CLU®, CLTC®
A trusted partner in helping you plan for a secure and confident future.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Sandy Holmes
Associate Financial Representative
Sandy has been with Northwestern Mutual since 2015 and joined Nick's team in 2018. As an Associate Financial Representative, she is Alabama State licensed in Life, Health, and Long-Term Care insurance.
She works closely with Nick to provide excellent client service and support. She serves as the primary contact for insurance underwriting and works as an intermediary between our Home Office and clients during the underwriting process, and continues after with questions and requests with policy owner services.
Sandy is a graduate of The University of Alabama at Birmingham. She resides in north Alabama with her husband and son. She and her husband share a love for music and the outdoors.
Chris Thomason
Associate Wealth Management Advisor
Chris has four years of financial services experience, including work as a financial institution examiner in Chicago supervising risk management practices of bank investment portfolios and helping lead the founding of a wealth management program for a regional bank in the Southeast. He works diligently to serve our clients’ investment needs, monitor their financial planning, and collaborate with Nick to optimize portfolio strategies.
Chris is a graduate of Mississippi College, where he finished with top honors and was recognized by the CFA society as the outstanding finance major for the state of Mississippi. He holds the FINRA Series 7 Registered Representative license, the Series 66 Investment Advisor Representative license, Alabama state insurance licenses, and is currently a candidate for the Certified Financial Planner (CFP) designation.
He resides in Birmingham and enjoys all things health and fitness, volunteering and being involved with his local church.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
