Nick is a licensed fiduciary who believes it's incumbent upon every one of us to use the time we’ve got here living their version of a full life. Life. Is. Short. Now let's get to it!
From day one, when you come aboard with Nick and his team, you’re assigned a homework assignment—an exercise geared towards getting you to think about “living life with purpose” and gaining an understanding of what is most meaningful to you. Places you want to see, memories you want to create with loved ones, material items—whatever it is, if it's important to you, it's important to Nick and his team. Those full-life “things” act as a foundation from which he and his team begin building your financial plan.
Tax mitigation is at the core of his approach to wealth management. Having cut his teeth in this industry with accountants and CPAs as side-by-side co-workers & teammates, nick learned the importance tax-efficiency how profound of a difference minimizing the “tax-drag” on one’s outcome. It isn’t what you have, it’s what you keep, net of everything. With the ever-changing nuanced tax code landscape of today, Nick stays on top of it. Saving even a few percent on taxes today can mean many multiples of increase one’s total networth further down the road.
True to his “Licensed Fiduciary” designation, Nick will bring in outside professionals from his “Trusted Professional Network”. He has spent the last decade-plus interviewing and vetting these professionals because for him to refer someone to his valued clients, they need to make the grade from a bar he sets high. So, when it comes to important things like health insurance coverage and estate planning, it’s important to Nick that his clients are working with professionals that are amongst the best in their field.
Nick and his wife, Miranda, reside in Pewaukee with their adorable 3-year-old, Autumn Eileen. His faith in God above is at the center of everything he does. Nick is active in the Thiensville/Mequon Rotary Club. Being "Dad" to Autumn is far and away his favorite pastime. But if time permits, Nick also enjoys hunting, all things history-related, fly fishing, and vegetable gardening and “tinkering” in the shop.