Welcome Nic Trappey!

We are delighted to introduce the newest member of our ThirtyNorth Investments team, Nic Trappey, CFP^®️, who joins us as a Principal and Chief Planning Officer.

Nic brings deep expertise in client finanical planning, investment implementation, and regulatory compliance to his new role. Prior to joining ThirtyNorth, Nic was a Partner and Chief Compliance Officer at Pelican Wealth Management, LLC, where he managed client financial planning,investment implementation, and firm compliance. From 2015 to 2017, he served as an Investment Advisor Representative with Summit Financial Wealth Advisors, managing client relationships and monitoring ongoing financial planning needs.

Nic earned the CFP^®️ certification in 2015 and is a CERTIFIED FINANCIAL PLANNER^™️ professional. He graduated from the University of Louisiana at Monroe in 2008 with a Bachelor of Business Administration.

We know that Nic will make significant contributions to the growth of our firm and to the clients we serve. Welcome to ThirtyNorth, Nic!

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