Nicklaus M. Areddy, CFP®, CRPC®

Partner, Senior Wealth Advisor

Nick works with individuals and families who want to enjoy their money today while remaining confident it will be there for tomorrow. With more than a decade of experience, he helps clients make informed decisions around saving, investing, and comprehensive long-term planning. Nick’s professional journey began at Pollock Investment Advisors, where he spent 13 years evolving from an intern to a firm owner. Following Pollock’s merger with Diversified in 2026, Nick continues his leadership as a Partner in the combined firm. He is a Certified Financial Planner™ professional and a graduate of the University of Michigan, where he earned bachelor’s degrees in Economics and Communication. A lifelong Ann Arbor resident, Nick lives in his hometown with his wife, Kirsten, and their three children: Kennedy and twins Benjamin and Colette. Outside of the office, he enjoys golfing, traveling with his family, and exploring the local restaurant scene. EXPERIENCE ------------------ Diversified Partner, Senior Wealth Advisor, Feb 2026 to date Pollock Investors Advisors Managing Partner, 2025 to February 2026 Pollock Investors Advisors, LLC Portfolio Manager, 2013 to 2025 Pollock Investment Advisors, LLC Intern, Summer 2012 EDUCATION, CERTIFICATIONS & AFFILIATIONS ------------------------------------------------------------- B.A. Economics University of Michigan, Ann Arbor B.A. Communications University of Michigan, Ann Arbor Uniform Investment Advisors Law, Series 65 Certified Financial Planner™ (CFP®) Chartered Retirement Planning Counselor (CRPC®)