As a Financial Advisor, Nick focuses on serving HENRY’s (High Earner- Not Rich Yet) who desire a long term relationship alongside a custom growth plan. These young professionals often have large goals, but lack the time, attention, and focused industry knowledge to meet them. Nick serves these clients by keeping their goals top of mind amidst ever changing lives.
Nick graduated from Olivet Nazarene University in 2018 where he majored in Business Administration, as well as Economics & Finance with a focus in Certified Financial Planning. While at ONU he helped develop the school’s first ever Student Managed Investment Fund (SMIF).
Outside of the office, Nick stays actively involved in his church, teaches financial literacy to Baltimore youth, and enjoys hiking, volunteering, boating, attempting to golf, and spending quality time with family and friends.
