Developer – Includer – Maximizer – Strategic – Belief
Nick works closely with the advisors to assist with the planning and execution of client financial plans.
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 currently pursuing his CFP designation.
He and his wife Lindsay have four children – Joseph, Evelyn, Theodore, and Ethan, and are active members of St. Catherine of Siena Catholic Church. Nick enjoys spending time with his family, camping, cooking, and playing golf. He would like to someday learn more about engines and believes it’s worth spending more on cuts of meat to get the best.