Nick works closely with the advisors to assist with the planning and execution of client financial plans. He also leads the Client Service Team. Nick is a graduate of Ohio Dominican University where he majored in Theology and minored in Philosophy. His career started as a small business owner but shifted to finance, working for four years at Nationwide Financial as an Internal Retirement Specialist serving governmental retirement plan participants. Nick is pursuing his CFP designation. He and his wife Lindsay have three children, Joseph, Evelyn, and Theodore and are active members of St. Catherine of Siena Catholic Church. Nick loves spending time with his family, camping, cooking, and playing golf.