Nicklas Financial | Every Move Matters

Meet the Team

At the heart of our success is a team of special people. Get to know them here.

Empowering financial freedom for three generations.

For three generations, Nicklas Financial has been empowering financial freedom. Our team simplifies the complex world of financial services, giving our clients more time to enjoy life and focus on things that matter to them.

Best of Both Worlds

Located in the heart of Missouri, clients who choose Nicklas benefit from the knowledge and expertise of a company consistently ranked at the top of the industry. Couple that with the attention you would expect from a local, family-run business and you can see why we have developed so many enduring relationships.

Meet Nicklas Financial

Aaron Schmitz

Independent Financial Advisor

Aaron is an Independent Financial Advisor with Nicklas Financial. He has 15 years of experience in the financial industry and prides himself on being able to help his clients make sense of the world’s marketplaces and meet their goals.

Possessing an eclectic mix of interests and hobbies, Aaron is adept at derivative trading and says his life is fueled by adrenaline and sushi.

Phone: (573) 556-1128


Brandon Nicklas

Retirement Plans Marketing and Operations Officer

Brandon has been working in the family business since 2000—a time span he refers to as “the best years of his life.” He specializes in retirement planning and is passionate about simplifying the process.

A fan of craft beer, Brandon hopes to plan a road trip to different craft breweries around the country. He also enjoys experimenting with DIY projects like construction, woodworking and gardening.

Phone: (573) 556-1114


Brie Heislen

Retirement Plan Service Leader

Brie has been an official employee of Nicklas since 2005, but has been around the family business her entire life. She holds licenses in Life, Accident and Health Insurance, and is an Accredited Pension Representative.

From running 10K’s to slalom water skiing, Brie loves being active and outdoors. She’ll probably be the first person to greet you with a smile at the office—her father says she’s never met a stranger and wears a “welcome” sign around her neck.

Phone: (573) 556-1120


Candace Gerrels

Third Party administrator of 401k, life and health

With more than 16 years of experience at Nicklas Financial, Candace specializes in Third Party Administration and holds licenses in Life, Accident & Health, Property, Casualty and Life Variable Contracts.

When you meet her, be sure to ask about her other job farming Miscanthus Giganteus (11-12 foot tall biomass grass used for ethanol gas).

Phone: (573) 556-1113


Dawn Holt

Pension Administrator

Although she may be the newest face at Nicklas Financial, Dawn has been working in the financial industry since obtaining her CPA designation in 2008—a move she says has opened many doors.

A self-professed optimist, outside of work Dawn enjoys active pursuits—she has a goal to run in a destination race every year—and riding motorcycles with her husband.

Phone: (573) 556-1122


Jerry Christian

Independent Financial Advisor

Jerry is a Financial Advisor and Certified Financial Planner (CFP) who has worked in the industry since 1983. He started his career with Nicklas in 1989.

Jerry’s attributes his life and his career at Nicklas to a Ping-Pong game in college, where he met the man who eventually offered him his first post-grad job. He says the most important move he has made was taking that first job and then moving to Jefferson City.

Phone: (573) 556-1112


John Anderson

Compliance Officer and CFO

As the compliance manager for Nicklas, John keeps everything running on track. With more than 17 years experience, John is the man to talk to about individual producer services.

John credits his move to Jefferson City to work at Nicklas as the catalyst for his professional growth. The move also allowed him to be in close proximity to his favorite team, the Missouri Tigers.

Phone: (573) 556-1110


Kenneth Nicklas


As indicated by his last name, Kenneth Nicklas is “in the family.” He began working for Nicklas in 1978 and as President, has carried on the family legacy—growing, expanding and recruiting the next Nicklas generation.

With more than three decades of industry experience, Ken has accumulated a long list of credentials and personal achievements, but is most proud of the work he’s done helping clients design the life they want and accomplish meaningful outcomes.

A true believer in finding a work/life balance, Kenny says, “people who say they’d rather work than play have never really played.”

Phone: (573) 556-1111