Nicholas Van Geffen

Nicholas Van Geffen

Investment Planner

Nick joined the firm in 2013. The firm was fortunate when Nick decided to leave a promising career in the finance department of State Farm to join the firm.  As a member of the team at Van Geffen Group Nick is qualified in many different areas of finance and insurance. When he is not meeting with clients Nick is often asked to help the firm in the areas of system efficiency. Nick has been instrumental in developing our customer contact system as well as working to insure the consistency of our client account reviews and market research.  Nick is always questioning the company’s various protocols with the eye on improving our clients experience with Van Geffen Group.  

Nick graduated from the university of New Orleans with a degree in business administration in 2005.  Nick holds a Series 6 and Series 7 securities license with LPL Financial as well as a Life and Health insurance license.  Nick currently meets with and services both new and existing clients and prides himself on listening to each clients specific needs and dreams in order to develop a personalized diversified financial strategy that fits them best.

Nick resides in Slidell with his two daughters, Ava (age 10) and Aubrey (age 9). In his free time, Nick enjoys spending time with his daughters, reading, coaching soccer, golfing, and traveling.