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

Areas of focus

  • Family Finances
  • Saving for Education
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Bachelor of General Studies (Computer Science, Psychology, Economics)-Northern Illinois University, Dekalb, Illinois

Previous experience

  • Client Service Specialist, Ameriprise Financial, Peoria, Arizona, 2024
  • Executive Team Leader, Target Corporation, St. Charles, Illinois, 2019-2023

Community participation

Nick Volunteers with Deep Within Rehab Inc in Peoria and at the Cardinals football games, Helping the guys gain work experience and form good habits.

Interests

Nick enjoys volunteering with local non-profit Deep Within Rehab Center. Catch Nick at an Arizona Cardinals game helping the guys gain work experience. When not at work, Nick plays water polo with Scottsdale Water Polo Club. He also enjoys History and spending time with Family.