Nick Shaheen graduated with a BBA from University of Michigan’s Ross School of Business with a concentration in Finance and Marketing.

He started in the business shortly after as an analyst with Schechter Wealth Strategies, a nationally recognized independent wealth advisory firm in Birmingham, MI. He spent that time working directly with their in-house estate planning attorney, learning advanced planning strategies for maintaining and transferring wealth.

A couple years later he moved to Chicago and joined Gentry Partners, providing case design and managing relationships with a variety of advisors across the country. Prior to joining Clarus Hall, Nick worked as an internal wholesaler for Pacific Life, managing and building new relationships in Northern Illinois and Wisconsin. He met Mike Kasula and Dan Kazmer at a Pacific Life luncheon in early 2015 and recently joined Clarus Hall.

By working with an independent firm, a BGA, and on the carrier side, Nick has developed strong technical knowledge of product and its application, while maintaining a holistic understanding of the business.

Team