Nick is passionate about helping individuals and families build confidence in their financial future through comprehensive, personalized planning. He works closely with clients to evaluate their current financial position and develop strategies across retirement planning, investment management, estate planning, and risk management. As a Chartered Retirement Planning Counselor™ (CRPC®), Nick has specialized training in retirement planning and focuses on helping clients create a clear, practical roadmap for a secure financial future. He places a strong emphasis on ongoing plan reviews, believing that accessibility and consistent communication are essential to a successful client-advisor relationship.
Nick graduated from the University of Minnesota–Twin Cities with a degree in Business Management and a focus in Financial Analysis. Originally from New Berlin, Wisconsin, he represents the Lakewood family in Milwaukee and serves clients throughout the state.
Nick holds his Series 7 and Series 66 licenses, along with the Securities Industry Essentials (SIE). Outside of the office, he is an avid Wisconsin sports fan who enjoys hiking and golfing in his free time.