Certified Financial Planner®
“I feel very fortunate to have a career where people ask for my advice, and actually use that advice to make decisions about their financial future. I often remind myself that to provide my perspective is a privilege, and is something I take a great deal of pride in. It is extremely rewarding to be able to directly witness a client realize ‘Hey! This isn’t so far out of reach. We can do this!’ Being a steward of someone’s hopes and dreams can sometimes be a lot to bear, but there is nothing better than being a part of helping a client achieve their goals.”
After earning his degrees in Finance and Economics from Penn State University, Nick worked as an analyst for a Fortune 500 company where he gained valuable insight into how a business operates, and what factors go into the decision making process. He made a career change to the financial services industry, gaining his Series 7, Series 63, and Series 65 licenses. He worked as a financial advisor with The Vanguard Group, helping them roll out their Personal Advisor Services platform for existing and prospective clients. During this time, Nick earned his Certified Financial Planner® designation.