Owner & Investment Advisor Representative,
Cladis Investment Advisory, LLC
Nick is a native Montanan with over 40 years of experience in the financial services industry. Nick has focused his career on assisting high net worth individuals and families, local foundations and well established business owners manage their investment portfolios to meet their personal financial goals.
Nick takes pride in building relationships based on trust and integrity, not just investment portfolios. He personally gets to know each individual client, in order to understand their specific financial situation, risk tolerance and investment objectives. Nick then tailors his investment advice and recommendations to the individual client based upon this knowledge and senior level experience.
Although account reviews are conducted with each client at least biannually, Nick also encourages clients to stop by or call any time to discuss their accounts. Nick understands and follows financial markets closely and thrives in educating his clients on how market developments may affect their investment portfolios and individual holdings. Nick’s clients’ assets are as equally important to him as they are to them.
Prior to launching Cladis Investment Advisory, LLC, Nick was employed by Piper Jaffray and Company, Paine Webber, which was subsequently acquired by UBS, and Capstone Wealth Management.
Nick is deeply committed to the Billings community. He is a Montana State University-Billings (EMC) Alumni. Nick is currently a board member of the Montana Healthcare Foundation Finance and Investment Committee and the Mary Alice Fortin Foundation. He is also an active member of the Billings Chamber of Commerce and Rotary Club.
Investment Advisor Representative / Senior Account Administrator
Tracy is a registered investment advisor representative for Cladis Investment Advisory with over 25 years of combined banking, insurance and finance experience. She also holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB). In 2012, she obtained the Accredited Wealth Management Advisor SM designation from the College for Financial Planning – Denver, Colorado.
As Cladis Investment Advisory, LLC’s Senior Account Administrator, she is immediately available to provide excellent customer service to all clients. Clients rely on Tracy for up-to-date information regarding their accounts, including but not limited to, daily transactions, balances and values. Tracy assists in managing the portfolio investment process and prepares analyses and documents for client appointments. Tracy also provides vital market and security research for the firm.
A native of Billings, Tracy graduated from Montana State University-Bozeman in 1990 with a Bachelor of Science Degree in Business Finance. Tracy has held the CTFA certification for over ten years. Tracy’s career has included banking and finance positions with Montana Bank and First Interstate Bank.
Investment Advisor Representative
Cody is a registered investment advisor representative for Cladis Investment Advisory. Cody was previously employed by UBS Financial Services where he worked as part of a nationally recognized institutional consulting group that specializes in retirement plans, corporate assets, and high net worth clients. He is a 2019 Level II CFA® Program Candidate and is a candidate for CFP® Certification.
In a collaborative effort with the team, Cody drives investment research and due diligence. As markets and investment options are always changing, Cody strives to understand the overall market and the events directly impacting clients’ portfolios. Cody combines this understanding with the goals of each client in order to formulate investment strategies suited to their needs and objectives.
Cody graduated from Seattle Pacific University with a Bachelor of Arts Degree in Business Administration – Finance. Born and raised in Billings, Cody looks forward to the opportunity to reengage with the community after his time in Washington State.
Brenda Meyer has been working in the Billings business community for over 15 years. She provides Cladis Investment Advisory, LLC clients with personalized service and ensures daily front-end office operations run smoothly. Brenda schedules meetings, assists clients with questions and manages general business inquiries.
Her career includes positions with Wells Fargo Bank, Sysco Montana, Farmer’s Union Insurance and Briggs Distributing of Billings. She studied business at Montana State University-Billings.