Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Income Strategies

Education

  • B.S. Finance, Fordham University, New York NY

Community participation

Nick is a regular St. Jude Children's Hospital volunteer and donor.