Nick is a valuable resource for our firm’s clients. As a Wealth Manager, he helps with organizing client review information, account paperwork execution, budgeting and net worth mapping, as well as insurance planning. He currently holds his FINRA Series 7 & 66 registrations licenses along with his Life, Disability, and Long Term Care insurance.
Nick spent his first year of college playing golf back home at the beach in Wilmington NC, before transferring to the mountains and finishing his bachelor’s degree in Environmental Science with a minor in Geology at Appalachian State. He fell in love with financial planning and wealth management towards the end of college and decided to transition out of the science world and into the financial world. Nick and his wife moved to Phoenix in summer of 2020 so his wife could pursue her dream of becoming a dentist, she is currently enrolled at A.T. Still University and they both love Phoenix and could not imagine living anywhere else.
When Nick is not at work and his wife is not studying you can find them outside hiking, walking their dog, and finding new coffee shops and restaurants. One of his favorite things to do is escape the heat and go north to Sedona and Flagstaff and enjoy everything AZ has to offer.