Operations Specialist

Nick brings focus and analytical insight to his role as an Operations Specialist at Rooted Wealth Advisors. With a Bachelor of Science from Loyola University Chicago and prior experience as an operations analyst, he excels in data analysis, process improvement, and report generation. Nick is passionate about spearheading projects that enhance Rooted’s data systems and streamline operations — all with the goal of creating a top-notch client experience. His attention to detail and forward-thinking approach help ensure the team delivers excellence in every interaction.

Born and raised in Bourbonnais, Illinois, Nick takes pride in his local roots and the sense of community that comes with them. He enjoys staying active, traveling with friends, and spending quality time with his family. When he’s looking to unwind, you’ll often find him outdoors, enjoying the sunshine or exploring new places close to home.