Nick has been with us for the last couple years. He has an extensive background in customer service and client management and has been an integral part in helping our practice move to the next level. We could not be happier that Nick is currently working toward becoming a licensed advisor, as this means he will be able to continue to be even more of an asset to our team, especially in helping us take our client service to an even higher level.
In his spare time, Nick enjoys spending time traveling with his wife and playing outdoors with his 2 year old son. He is excited to be welcoming his second son in early 2020. Nick bleeds green and yellow (Go Ducks!) and is more than happy to talk sports with anyone willing.
Nick acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Advisors with Waddell & Reed with approved activities. He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) he supports. In addition, he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 07/20