Nick is a financial advisor driven by a passion for helping clients create and sustain a strong financial future. He specializes in developing, implementing, and monitoring investment strategies across retirement planning, college savings, and the unique financial needs of business owners. His approach combines personalized planning with ongoing support to keep clients confident in their path forward.
Before entering the financial services industry in 2014, Nick built a foundation in education—earning a Bachelor of Science in Education from Miami University in Oxford, Ohio, and teaching middle and high school Social Studies, Personal Finance, and Basic Economics. That background continues to shape the way he communicates complex financial concepts clearly and effectively.
Nick is committed to lifelong learning and professional growth. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. His dedication to excellence has been recognized by Cincinnati Magazine and Five Star Professional, which named him one of Cincinnati’s Five Star Wealth Managers every year from 2019 through 2025—an honor reserved for a select group of advisors who meet rigorous professional criteria.
Outside of his work, Nick enjoys hiking, traveling, and most of all, spending quality time with his wife and their four children.
*For more information on the Five Star Wealth Manager award and the research/selection methodology go to: fivestarprofessional.com
