Nicholas Bowman, CFP®, CEP®, MSPFP

Nicholas “Nick” Bowman is a Bates Testifying Expert with more than a decade of experience working in the financial services industry. Nick most recently served as a Senior Advanced Markets consultant for Lion Street, a national Producer Group organization with more than $515 million in annual insurance premium sales, $17 billion in assets under management, and in excess of 1,000 financial advisors. In that role, Nick was responsible for reviewing and managing various financial planning pieces, specifically consulting on High Net Worth and Ultra-High Net Worth Estate Planning, and Life Insurance techniques for more than 300 of Lion Street's advisors. His specialties are centered around Creative Life Insurance Planning and Funding, Premium Financed Life Insurance Planning, Jumbo Life Insurance Policy Staging, Inbound Foreign National Planning, Micro Captive Insurance Planning, and Charitable Planning. He also worked on national initiatives centered around Annuity marketing.  

Prior to that role, Nick was the Director of Client Relations at Verite Group, a Premium Financing Specialty shop located in Miami, Florida serving clients both nationally and internationally.

Nick has also worked as a Graduate Assistant at Texas Tech University for the Insurance and Risk Management CFP® board course, was the Director of operations at the Guardian Life Insurance Co., and a direct-to-consumer Agent for MassMutual.