As Chief Innovation Officer for Trilogy Financial, Nick Richtsmeier maintains a commitment to “goal-driven action,” in everything he does. By providing executive leadership for Trilogy’s brand, marketing, training, and technology, Nick is committed to Trilogy’s dynamic financial planning perspective and its forward-thinking commitment. In addition, Nick also supports TrilogyCapital, an independent Registered Investment Advisor, as its Chief Operating Officer.
With a Masters degree in Transformational Leadership from Bethel University, Mr. Richtsmeier focuses on helping teams of financial advisors clarify their highest objectives and then make strategic and consistent decisions to help make those goals a reality. His passion is to understand and reveal the storyline of every financial life, helping people rectify the gaps between their greatest aspirations and their day-to-day actions. Nick is a frequent public speaker for national events including:
Nick currently serves on the following boards:
Outside of work, Mr. Richtsmeier enjoys spending time with his wife, Wendy and his three sons, Evan, Grant, and Cole. With the little bit of free time he has, Nick is an avid reader, film-goer and cook.