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Professional Background

 

Nick joined the Sanford team in 2011 after completing his MBA at Western Michigan University with a concentration in Finance. As our lead analyst, Nick enjoys the technical aspects of portfolio construction, economic research, and global financial markets. He works extensively with clients to help provide a “plain English” approach to financial planning and wellness. Nick has experience as an adjunct professor, having taught an Investment Principles course at Kalamazoo College, and greatly appreciates the need to help others understand the increasingly complex and dynamic matters related to risk management and financial goals.

 

Personal Interests

 

Nick grew up playing travel hockey in the Kalamazoo area and has a passion for lifelong learning. He and his wife Kim, a second-grade teacher in Vicksburg, live on the west side of Kalamazoo. They enjoy spending their free time getting outdoors for a long walk, round of golf, or getting together for dinner with their extended families that also live in the Kalamazoo/Portage area. 

Education, Licenses, and Designations Held:

 

  • Western Michigan University

    • Bachelor of Business Administration, Finance

    • Master of Business Administration, Finance

  • CERTIFIED FINANCIAL PLANNER™

  • Michigan Life, Accident and Health Insurance

Nick Bond, CFP™ MBA
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Mary Romanak
Customer Service Associates

Born and raised in Kalamazoo, Mary is happy to have returned to her hometown after several years of living in Dayton, Ohio.  Mary brings a strong legal background to the firm and understands the importance of confidentiality and time sensitivity when handling client services.   When not at work, Mary says any day at the pool or beach is a good day.  She also enjoys reading, spending time with her family, friends, and her cat.  Mary is an avid University of Michigan football and basketball fan.