CBG Financial Planning

Nick Catlin

Our Services

Nick Catlin: Principal – CPA, CFP®, MBA

Nick holds an undergraduate degree in finance and a Master 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 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. Nick has a strong passion for helping clients achieve their financial goals while maintaining the 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 children. He enjoys sports, traveling, hiking, camping, exercising, and spending time with his family.

Please feel free to reach out to us for any inquiries.