Nicholas Bowman, CFP®, MS, CEP®
Login to view DISC.Nicholas is an entrepreneurial fiduciary and the Co-Founder of Xcela, a company at the intersection of AI and life insurance. A graduate of the Texas McCombs School of Business, he has deep expertise in serving high-net-worth clients from his time in advanced sales and relationship management.
Outside of his entrepreneurial ventures, Nicholas is passionate about leveraging his technical skills for philanthropy. He has volunteered his IT expertise to develop proactive fundraising programs for non-profit organizations, demonstrating a commitment to community-focused initiatives.
He once designed and established a complete fundraising program, including seminars, called “Kula in a Box” while volunteering for a non-profit.
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DISC profile (public)
DISC behavioral profile
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