Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Small Business

Qualifications

  • Series 7
  • Series 66

Education

  • University of Akron, 1997-2003, BS in Finance

Previous experience

  • UBS Financial Services, 2011 - 2020
  • Merrill Lynch, Pierce, Fenner & Smith Inc, 2001 - 2011

Community participation

  • Coaching Youth Baseball
  • Coaching Youth Wrestling

Interests

Nick lives in Green with his wife, Missy, and his 4 children. In his spare time Nick is involved with his church and he is involved in coaching baseball and wrestling.