Nick has been our Client Services Manager for the last few years and is also a Financial Advisor on our team. Nick holds Series 66, Series 7TO, and SIE licenses and is licensed in Life and Health Insurance. Nick has a passion for customer service and helping clients reach their long-term goals. Nick 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.
In his spare time, Nick enjoys spending time traveling with his wife and playing outdoors with his two sons, Zayden and Axton. Nick bleeds green and yellow (Go Ducks!) and is more than happy to talk sports with anyone willing.