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 is a business honors student who will graduate from Baylor University in May 2021 with a Bachelor's of Business Administration (BBA) in Accounting and then obtain his Masters in Accounting from Baylor.
In recognition of high scholastic achievement, Nick is a member of Beta Gamma Sigma, the international honor society for collegiate schools of business at Baylor Univeristy and is a member of Alpha Lambda National Academic Honor Society at Baylor University, Nick 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, competing on Baylor's Rock Climbing team 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.
Nick Boda is not affiliated nor registered with SagePoint Financial, Inc.
** 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.