Nick graduated from Olivet Nazarene University in 2018 where he majored in Business Administration & Finance with a focus in Certified Financial Planning. While at ONU, he served as the Vice-President (2017) and President (2018) of the school's Investment Club, was a member of the Enactus business club, and participated in the band program as well as intramural sports.
My journey into financial advising is credited to my parents when they purchased Hershey stock for me on my 13th birthday. From there I dove into personal finance and investing head first. What teenager wouldn't love the idea of potentially being able to trade from home all day in the comfort of your pajamas? Since then I have built my library of financial resources and studied diligently to help others manage their finances.
I work with successful young professionals, entrepreneurs, business owners, and inheritance beneficiaries who desire professional management of what they have worked so hard for. Many people worry about their business, family, health, relationships, and more. That's where WPG comes in, to keep money worries off of your list. Your financial picture can quickly become complex, and my goal is to simplify the complicated matters, and be your family's CFO.