Nick Boda*

Nick Boda*

Financial Planning Intern

Nick Boda is our Financial Planning Intern and is responsible for helping run the firms day to day activities and integrating new technologies that better serve our clients and increase the efficiencies of the firm.  Nick joined our team with a long term vision of implementing our firm’s business continuation plan.  Nick will graduate with a double major from Baylor University in May 2021 with a Bachelor's of Business Administration (BBA) in Finance and Management. 

Nick is a member of Alpha Lambda National Academic Honor Society at Baylor University, and has consistently made the Dean's Academic Honor List each semester at Baylor.

Nick was born and raised in Flower Mound, Texas and is a graduate of Marcus High School. In his spare time when he's not studying for exams, Nick enjoys weight training, reading, and playing intramural sports at Baylor. His hobbies include: photography, fly fishing, and mountain hiking. He is a big fan of the Dallas Mavericks, and enjoys spending time with friends and family. 

 

** Be assured Mr. Boda will never delegate the responsibility of advising or counseling you on any of your financial matters to one of his staff members. However, it is important to understand the value of each team member of our firm. Mr. Boda delegates all administrative tasks to his highly skilled team members. The team has been highly trained to handle all your customer service needs (withdrawals, paperwork, questions regarding statements, changes of address, etc.)

Delegating these tasks benefits you because it allows Mr. Boda to concentrate on what he does best which is to spend his time meeting with clients to advise them on their issues & concerns and to spend the other portion of the day keeping an eye on your investments and researching tax law changes that affect you & your money.

*Nick Boda is not affiliated nor registered with SagePoint Financial, Inc.

Phone (972) 355-4411