For the past 30 years, (John) Nick Schneider has provided his clients with his experience, insight and perspective to help them identify and achieve their financial goals. Nick works with individuals, couples and families—helping them to understand financial concepts and make educated decisions regarding their investment strategies, retirement planning, college funding, estate planning and wealth preservation.
Nick always begins his planning process by listening carefully to fully understand where a client is financially and where he or she wants to be in the future. His clients greatly appreciate his ability to engage them in a friendly, caring way while maintaining the highest of professional standards in the work he does.
A graduate of Missouri State University, Nick began his financial services career in 1985 with Massachusetts Mutual Life Insurance Company (MassMutual). He has continued his industry education by earning designations as a Certified Financial Planner® (CFP®), a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), and is Certified in Long Term Care (CLTC) planning. Nick decided to join Brian Roberts and Mike Fleming at Synergy Wealth Solutions, a MassMutual Agency, because the firm’s vision of providing comprehensive financial planning with individualized “white glove” service fit well with the high service standards Nick holds for his clients.
Nick likes to say, “Picking a financial advisor is like choosing a life partner. After all, the relationship can last equally as long, and sometimes longer. You want to work with someone you can trust to live up to their commitments.” Nick understands that integrity is at the heart of a life-long relationship and he always focuses on his clients’ best interests. He won’t let his clients sacrifice their long-term interests for short-term gains.
A St. Charles, Missouri native, Nick still lives there with his wife, Linda, and their daughter, Natalie. In his spare time he enjoys sports and loves outdoor activities as well as spending time with family and friends.