While studying at Arizona State University, Nick had a mentor who made it clear he needed to explore internships across a broad range. In so doing, Nick became 1 of 16 interns, selected from thousands of applicants in the West Region at Edward Jones. It was during this time that Nick became excited about finance, wealth management, 401(k) plans and the importance of fiduciary duty and care. He has spent the last decade growing his relationships and business. Nick and his family currently reside in Gilbert, with his wife Lisa (a native Arizonian as well), along with their three young sons, ages ten, eight, and five.

Nick knows and understands the importance of being agnostic while staying completely independent, which helped him make the decision to join private practice as a wealth manager. Nick and his team serve thousands of families and 401(k) participants while utilizing top technology for financial wellness programs, essentially helping participants improve their outcomes. 

Nick has said “being independent has allowed me the flexibility to serve my client’s needs in an easy to understand and straightforward way and it allows me to provide advice that doesn’t have a hidden message or agenda.” Nick enjoys traveling with family and friends, playing and watching sports, and camping and hiking and spending time with his family.