CFP®, CFA® Candidate
“I will always be my clients’ biggest advocate.”
For Nick, being an advisor is like putting together a financial puzzle.
Clients bring the pieces, and he helps them fit everything together into a meaningful picture. He’s resolute about doing what’s best for our clients and sticking with them through the good and the bad.
Nick loves helping people think strategically about complex topics, so they can see the big picture. What he doesn’t love is peanut butter. Or salad with fruit.
Outside the office, Nick enjoys spending time with his wife Leah and daughter Eden Grace. He also likes working out the puzzle of the perfect golf swing.
Education: Bachelor of Arts in Business Administration, Morehead State University
Associations: Member, Tri-Cities Estate Planning Council, Board Member, Mid-Columbia Tennis Association