Nick has been part of our team for over a year now, bringing a wealth of expertise to our firm. At just 24 years old, he was consulting C – level executives of fortune 500 companies, helping them optimize their data operations. After a few more years in corporate sales, Nick discovered his passion for assisting individuals in achieving financial peace of mind.
Never wanting to simply push a company’s philosophy as a solution, but bring unique value as he had for years, he started his career as an independent fiduciary advisor day one, specializing exclusively in retirement planning. Having worked with hundreds of retirees, along with serving as the Director of Sales at a nationwide income planning firm, Nick brings a structured and client-focused approach, adding significant value to our clients. In Nick's free time, he is giving his attention to his wife, Heather, and their 4 children.