Nick Poe MBA
Nick is an alumnus of the University of Kentucky where he studied business management and finance. He then furthered his education at Murray State University, where he received his MBA.
Nick brings a wealth of experience to his role at Jennings and Associates, including prior roles of Personal Financial Advisor and Portfolio Manager for trusts, endowments, and pensions. He serves in both leaderships as Chief Investment Officer, as well as Financial Advisor serving some of the area’s most successful business owners and high net worth families throughout many states.
While he has held several titles in his days, his favorite title is that of “daddy” to his daughter, Avery. Avery spends her time training for Ninja Warrior competition and lives for all things Disney- including converting Nick in to a full-fledged Mouseketeer Member. Nick credits the adoption of J&A’s GPS method for changing his life by setting bigger Goals and executing the Plan and Strategy to achieve them. He is a “car guy” and likes to take Sunday drives in his Camaro. In his spare time, he trains and competes as a triathlete and loves to travel—did we mention Disney?? He has achieved several podium finishes in his age group and is a 2 time Ironman 70.3 finisher. His next Goal is to become an Ironman 140.6 finisher and is currently in training.
Nick is driven to dig deep into the issues that are most relevant to clients. He understands that the world we live in today does not look like the world our parents and grandparents grew up in. If you are ready to learn more about your finances and get help with YOUR GPS, call Nick today!