Nick Verburgt is the Director of Retirement Plan Consulting with SRP’s Houston office. Over the past 20 years, Nick has enjoyed working closely with plan sponsors at for-profit companies as well as with tax exempt organizations including nonprofits and governmental entities to help them work towards achieving the ultimate retirement outcome for them and their participants. The workplace today is very unique in that we have four generations all working together and they all learn and process information differently. To achieve the ultimate retirement goal, a new Financial Wellness approach must be taken that looks holistically at both the plan as well as the individual participants. Nick knows that each organization is unique and requires a customized solution that best fits them and their employees.
Prior to SRP, Nick specialized in working with plan sponsors at two recordkeeping firms, OneAmerica and Great-West Retirement Services (now Empower). Nick began his career in financial services working for investment firms including Davis Advisors.
Nick earned his Bachelor’s Degree from the University of Arizona and holds the Series 6, 7, 63 securities registrations through LPL Financial and also hold 65 registration and an Investment Advisor Representative with Global Retirement Partners LLC.
In his free time, Nick enjoys coaching sports for his identical twin boys as well as his daughter. Nick’s wife is a personal wealth advisor and when they’re not working or running around with their kids, they enjoy traveling and experiencing everything the world has to offer.
I wanted to be a spy so bad and thought I could be Jason Bourne. I was in Navy JROTC all in high school and then went to college on a Naval officer’s scholarship. I learned Judo and I also speak five languages.
The best advice I heard was in the beginning of my career when I worked for a mutual fund company. The COO of that company said something to me that I’ve always carried around with me. He said, “Integrity is what you do when no one’s looking.”
Because I cringe whenever I see a senior citizen struggle to make ends meet and not be able to spend their late years in way that would make them happy.