Nick Wolverton, CFP®, Certified Kingdom Advisor®

CERTIFIED FINANCIAL PLANNER™ and President at Peak Financial Managment
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Contact Information
us****@****om
(386) 825-5501
Location
Denver Metropolitan Area
Languages
  • Spanish -
Skills

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Bio

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5.0

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Daniel Busby

Nick is an impressive young professional! His work ethic, diligence, and desire or continuous improvement made him a valuable asset to our organization in a short amount of time.

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Credentials

  • Certified Kingdom Advisor
    Kingdom Advisors
    May, 2018
    - Nov, 2024
  • CFP
    CFP Board
    Apr, 2018
    - Nov, 2024

Experience

  • Peak Financial Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™ and President
      • Sep 2015 - Present

      I’m a Financial Planner; but what I do for those I serve isn’t just about money, it’s also about time and purpose. These three (time, money, and purpose) are like the proverbial three legs on a stool, the absence of one can severely hinder your ability to accomplish and enjoy whatever matters the most to you. Our team does this by approaching financial planning through the lens of biblical wisdom and by encouraging clients to stay focused on what matters the most in their lives. I’m a Financial Planner; but what I do for those I serve isn’t just about money, it’s also about time and purpose. These three (time, money, and purpose) are like the proverbial three legs on a stool, the absence of one can severely hinder your ability to accomplish and enjoy whatever matters the most to you. Our team does this by approaching financial planning through the lens of biblical wisdom and by encouraging clients to stay focused on what matters the most in their lives.

  • Wycliffe Bible Translators USA
    • United States
    • Religious Institutions
    • 700 & Above Employee
    • Field Representative
      • Apr 2011 - Sep 2015

      There are less than 2,000 languages still waiting to receive God's Word and it is Wycliffe's goal is to see every last translation started by the year 2025. It is my privilege to share this unprecedented opportunity and build meaningful relationships with those who God has called to support Bible translation.

    • Assistant to the President
      • May 2009 - Mar 2011

      I acted as a project manager for the president, with special responsibilities in the areas of development and donor relations. I also supported the president in preparation for numerous international and domestics travels, interacting with field staff and event coordinators to ensure that all plans were in place.

  • SpringHill
    • United States
    • Religious Institutions
    • 1 - 100 Employee
    • Recruiter and Assistant Director for 1st-3rd Grade
      • Jan 2008 - Nov 2008

      As a seasonal resident staff member I was involved in interviewing and making hiring decisions for a portion of the 800 summer staff members. During the summer months I was responsible for supporting 30 male and female staff members who provided age-appropriate programming for 1st-3rd grade, overnight campers. As a seasonal resident staff member I was involved in interviewing and making hiring decisions for a portion of the 800 summer staff members. During the summer months I was responsible for supporting 30 male and female staff members who provided age-appropriate programming for 1st-3rd grade, overnight campers.

  • Boy Scouts of America
    • United States
    • Civic and Social Organizations
    • 700 & Above Employee
    • District Executive
      • Dec 2006 - Aug 2007

      Directed fund-raising, recruitment of adult volunteers and youth participants, and programming for the Nottawa Trails District (Calhoun County, MI). Directed fund-raising, recruitment of adult volunteers and youth participants, and programming for the Nottawa Trails District (Calhoun County, MI).

Education

  • Western Michigan University
    Bachelor of Arts, Spanish, Communications, Non-profit Leadership
    2002 - 2006
  • Western Michigan University
    Bachelor of Arts, Spanish
    2002 - 2006

Community

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