Education
Missouri State University – Bachelor of Science in Business, Marketing Management
Professional
Nina began her financial services career in 2013 with another prominent St. Louis firm before joining the Gatewood Wealth Solutions team in 2019. In her position as Senior Wealth Planner, Nina is responsible for creating and proactively monitoring clients’ financial plans. She collaborates with each client’s client care team of professionals and other advisors, guiding families through complex financial decisions and life’s key moments. She acts as the liaison for all players in a client family’s financial world to help simplify. Her goal is to help every client achieve the firm’s mission: to build enduring wealth with purpose.
Nina is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. The CFP® designation demonstrates her proficiency in financial planning, risk management, investment management, tax efficiency, retirement planning, and estate planning advice. She holds her Retirement Income Certified Professional® (RICP®) designation. The term refers to a financial professional who specializes in retirement income planning. She also holds the Certified Private Wealth Advisor® (CPWA®) certification, which is an advanced professional certification for advisors who serve high-net-worth clients.
Nina maintains her Series 7 & 66 securities registrations with LPL Financial, as well as her Life, Health, and Long-Term Care insurance licenses.