Nickolaus C. von Dohlen
B.S. Finance, Rider University, 2009
Accredited Certified Financial Planner (CFP®), 2019
Nick joined Crossgate Wealth Advisors in October 2016. As a Wealth Advisor, Nick works directly with our clients providing comprehensive financial planning and investment management. Nick also heads up the Investment Team providing valuable research and analysis. Prior to joining Crossgate Wealth Advisors, Nick honed his financial analysis skills with several nationally known companies. Nick thoroughly enjoys working with our clients and seeing them achieve their financial goals.
Nick is a member of Kingdom Advisors® and is studying to become a Certified Kingdom Advisor (CKA®). At the same time, he is enrolled in a two-year program with G2 Leadership Institute.
In spite of COVID 19, Nick and his wife, Ashly, were able to enjoy their wedding in October of 2020. In his spare time, he enjoys rock climbing, hiking, camping and spending time with family and friends.