Nick Catlin: Principal – CPA, CFP®, MBA
Nick holds an undergraduate degree in finance and a Masters of Professional Accountancy degree from Indiana University’s Kelley School of Business and an M.B.A. from the University of Indianapolis. He also holds the CPA and CFP® credentials.
Nick began his career as an analyst and consultant for a large regional healthcare network where he provided decision making support to doctors and executives. Since 2006, Nick has been working exclusively with dental professionals throughout every phase of their career. This includes recent graduates who are considering practice ownership for the first time as well as experienced dentists who are trying to map out their ideal transition out of dentistry. He works hard to earn the trust and confidence of his clients and has a strong passion for helping clients achieve their financial goals while maintaining balance between their personal and professional lives. He values long term relationships with clients and their families. Nick joined CBG in 2011 and became a partner in early 2014.
Nick resides in central Indiana with his wife and two young children. He enjoys sports, traveling, exercising, many outdoor activities, and spending as much time as he can with his family.