About Us

Our mission is to fully understand the specific needs, goals, and aspirations of your family or business so that we can provide custom solutions that will address your needs and help you attain your goals. Throughout our relationship, we will provide you with a clear vision of your financial future, so that you can confidently plan for and build your dreams.

We treat each person, family, and business we serve as being completely unique, special, and deserving of the highest level of fiduciary standard of care.

We maintain the highest level of ethical behavior. Our clients come first in every decision and action we take.

We are transparent in all we do. We will openly discuss how, what, and why we do what we do so that our clients may better understand our relationship.

We educate. We believe that by knowing more about investments and our process, clients will be more comfortable when the markets get choppy.

We follow prudent investment practices and adhere with discipline to each client’s investment plan.

We give back to our community through generous gifts of our time and resources.

Nick is passionate about helping people build paths to their dreams through prudent, independent financial analysis, financial planning, investment/portfolio management, and financial education.  Nick has over 15 years of experience managing investments with a very strong track record of performance. Before founding Eagle Bluffs Wealth Management, Nick was the Chief Investment Officer for Landmark Bank’s Wealth Management department in Columbia, MO for over 8 years.  During his tenure, the department grew from under $350 million in assets to over $850 million in assets and over 700 relationships. Prior to holding that position, Nick was a Portfolio Manager at one of the largest global wealth managers while he lived in Los Angeles for over 6 years, where he served a dual role: managing his client’s portfolios and the client relationships as a whole.  In 2009, Nick received the Chartered Financial Analyst (CFA) designation. (Click here to learn more about the CFA designation) Nick earned his Bachelor of Science degree in Chemical Engineering with a minor in business from Iowa State University in 2004; he also studied at the University of Newcastle in Newcastle, New South Wales, Australia in 2003.  

Nick founded Eagle Bluffs Wealth Management to forge deeper relationships with a smaller group of clients and to provide concierge-level services and education to those clients.  As the Chief Investment Officer of Eagle Bluffs, he can not only continue to manage investments, as he has in the past, but also leverage the substantial resources of a global custodian who currently holds over $1.5 trillion in assets.  

Nick was born in Iowa and reared in Illinois and Iowa.  He is married to Dr. Heather K. Hunt, an Associate Professor in Biomedical, Biological & Chemical Engineering at the University of Missouri.  They have a young daughter who currently aspires to be an engineer, a lawyer (because all princesses must be lawyers), and a medal-winning runner.  Not surprisingly, Nick is an avid runner who enjoys running marathons (as much as anyone can enjoy running a marathon); he also loves biking, camping, and preserving unique and wild spaces for future generations’ use.  He also enjoys working with his daughter in the family’s shop to design and build furniture and to create beautiful indoor and outdoor spaces for their family to enjoy. You will most often see Nick and his family on the trails in Columbia, especially the MKT trail, as the trail is their preferred method for commuting to work and school.  

If you would like to learn more or work with Nick, please contact him by phone, email, or set up an appointment using the link below. 

Jessica is known for cultivating deep, personal relationships with her clients, allowing her to truly understand what is important to them and then crafting and implementing a plan that will help them achieve their goals and dreams.  She has over 22 years of experience in the financial services industry and has earned her Certified Financial Planner™ certification. Prior to joining Eagle Bluffs Wealth Management as a Wealth Advisor, Jessica served as a Wealth Management & Private Banking Advisor with Landmark Bank in Columbia, MO; this included several years leading the Travel Club on adventures all around the world.

Jessica’s humble beginnings started in Northwest Missouri on the family farm where she learned the value of hard work by driving tractors, raking hay, and working livestock.  Her love of the University of Missouri brought her to Columbia to earn her Bachelor of Science degree in Human Environmental Sciences in 1988.  By 1998, Jessica and her family returned to Columbia and decided to make it their forever home.  Jessica has been married to her husband, Steve, for 30 years and loves spending time with her 2 grown children and grandson whenever she can.  In her spare time, she enjoys crafting, repurposing furniture, traveling, and reading.  She is an active Elder of First Christian Church downtown and can be found volunteering regularly with the children’s education programs and outreach to homebound members. Now, as a Wealth Advisor with Eagle Bluffs Wealth Management, she is excited to provide concierge-style services for and support to clients and their families, focusing on advising and educating clients about the benefits of creating a comprehensive financial plan that will allow them to reach their personal goals for their lifetime and beyond.  

If you would like to learn more or work with Jessica, please contact her by phone, email, or set up an appointment using the link below. 

No two clients are alike, and Jo knows that.  Jo is known for treating each relationship independently, with personal attention and care, meeting clients where they are, and walking with them through every stage of their lives as a trusted partner and supporter.  Jo’s extensive, 28-year background in banking and trust planning enables her to provide critical advice at timely moments to her clients regarding estate planning, maintaining, and growing generational wealth, and charitable giving.  Her long-held relationships with many estate planning attorneys and CPAs in the area make her the ideal resource for our clients at any point in the estate and trust planning process. To Jo, trust planning and taking care of clients is not just a career - it is a vocation.  

Jo began her wealth management career directly out of college as a Trust Receptionist at a local bank.  She advanced throughout the department, holding various positions in both investments and personal trust administration, where she ultimately found her passion.   She graduated from National Trust School and National Graduate Trust School, all while honing additional skills as a trust officer.  Now, as a Wealth Advisor with Eagle Bluffs Wealth Management, she is excited to work with an elite group of clients to help them and their families with planning needs.  As Jo puts it, “Prior proper planning prevents poor performance.”  She ensures that each of her clients is presented with appropriate estate and financial planning tools and plans to meet their individual goals, and she takes pride in assuring that regardless of account size, each client is given the personal service, attention, and professional management they expect and deserve. 

Jo was born and reared in Columbia and now enjoys watching her two children grow up in the same community that she did. While she earned her Business degree from Truman State University, she realized her roots were back home and thus returned to raise her family and help those around her.  Jo’s son Brett attends Columbia College and plays baseball, while her daughter Kayla is at Rock Bridge High School and plays softball.  Jo’s passion for her family means that she can usually be found following her kids to and from ballgames, year-round, or spending time on the family farm, hunting or fishing.  Jo enjoys family time but also likes relaxing at home and soaking up the outdoor sunshine.  She is a member of the Margaret Hart Circle of Kings Daughters, the Mid-Missouri Estate Planning Council, and in 2005 she was named one of Columbia’s “40 Under 40” by the Columbia Business Times and was spotlighted as one of the “People You Should Know” in that publication.

 If you would like to learn more or work with Jo, please contact her by phone, email, or set up an appointment using the link below. 

Edgerly is always seeking a challenge to conquer or a problem to solve.  Through prudent and disciplined portfolio management and investment analysis, she seeks to find the best opportunities for clients to achieve their financial dreams.  She has over 10 years of experience in the financial services industry, with over 6 of those years focused on investment analysis and research. Prior to joining Eagle Bluffs Wealth Management, Edgerly served as the Senior Portfolio Analyst at Landmark Bank in Columbia, MO. During her tenure there, she earned her Accredited Portfolio Management Advisor℠ certification, allowing her to specialize in the fine-tuning of portfolio creation and augmentation processes while also managing fixed-income portfolios.

Edgerly is originally from West Palm Beach, Florida, and she earned her bachelor’s degree in Psychology at Samford University in Birmingham, AL.  She began her financial services career at Wells Fargo, and in a few short years, she moved up the corporate ladder to obtain her role as a licensed retail banker. Opportunity knocked again at a regional bank in Columbia, MO, and excited to move to a more community-focused approach to banking, Edgerly found a new community to call home.  

In June of 2020, Edgerly married David Roberts; they share a very energetic black Labrador named Cooper. In her spare time, she enjoys creating art, traveling, and experiencing life in the outdoors with her husband and friends. Now, as a Portfolio Manager-Fixed Income at Eagle Bluffs Wealth Management, she is looking forward to using her research and analytic skills to bring clients’ dreams to a thriving reality.

If you would like to learn more or work with Edgerly, please contact her by phone, email, or set up an appointment using the link below. 

Alyssa is no stranger to taking on a challenge and accomplishing her goals, and her role as a Wealth Management Administrator at Eagle Bluffs Wealth Management will give her the opportunity to leverage her skills and experience in private banking to provide exceptional service to our clients. Prior to joining Eagle Bluffs Wealth Management, Alyssa served a dual role in Private Banking as a Wealth Management and Private Banking Advisor at Landmark Bank in Columbia, MO.    She is currently studying for her Certified Financial Planner™ Certification.

Alyssa grew up in a small farm town 60 miles southwest of Chicago. After high school, she accepted a full-ride scholarship to pole-vault for the University of Missouri, where she earned All-American honors and her bachelor's degree in Health Science. She then went on to earn her master’s degree in Business Management at Tulane University while earning another first-team All-American finish at the 2017 NCAA Division I Track and Field Championships in Eugene, Oregon. Shortly after graduation, she moved back to Columbia and married her husband, Michael. They welcomed their son, Lincoln, in December of 2019, and daughter, Lennox, in May of 2021. They now reside in Eagle River, Alaska, where they spend much of their time hiking, camping, hunting, and fishing. Alyssa looks forward to cultivating and sustaining meaningful relationships with clients while providing concierge-level services that meet their needs.

If you would like to learn more or work with Alyssa, please contact her by phone, email, or set up an appointment using the link below.