Nick Stevens
Advisor in Training
Nick Stevens is an Advisor in Training. He is excited to work with Keen & Pocock financial
advisors to help individuals and families bring clarity and confidence to their financial lives. With
a background in sales, marketing, and business consulting, he understands that money isn’t just
about numbers—it’s about creating freedom, security, and the ability to live the life you want.
Our approach is simple: help people define their goals, build a plan that works for them, and
stay consistent along the way. Drawing on his education from Brigham Young University, he
looks forward to guiding clients through every stage of building wealth—from mastering their
budget to preparing for retirement—all while using technology to make the process easier and
more transparent.
For Nick, success means empowering clients to control their financial story.
When he’s not helping clients, Nick is usually outdoors—skiing, surfing, or biking—and he is
always up for a new adventure.