Nick Cosky CFP®

Owner and Wealth Manager    


Why did you choose to be part of the BDF team?

I love knowing that I can walk down the hall to ask a colleague a question about a client situation. My colleagues not only provide me with unique ideas, but they also demonstrate the strength of working on a team.

What do you enjoy most about being a part of the BDF team?

Wealth management is a constant learning experience. We get to teach and learn all at the same time. I’m a huge believer that the best way to become proficient at something is to teach it to someone else.

What do you enjoy most about your role at BDF?

I love building relationships with clients and learning about everything that matters to them. No one client situation is the same, and there is never a typical situation or stock answer. All of our interactions, advice and problem solving are unique to each client.

What do your clients appreciate most about you?

I think our clients appreciate my enthusiasm and passion for what I do. I educate clients on understanding their money and financial independence—that’s a great thing.

What unique skills or characteristics make you uniquely qualified for this work?

My liberal arts education is paramount to my ability to communicate with all types of clients, prospects and outside professionals. My ability to communicate through written word and in presentation settings adds value for our clients.