Partner & Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ and a financial advisor who has gained clients' trust for over 15 years, Nick is dedicated to achieving financial independence with every client. To Nick, financial planning is about working toward retirement and financial goals, while continuing to keep in mind a client’s ‘why’ and purpose in life. Financial success is when you are able to enjoy what is meaningful and chase your life’s mission.
Since the beginning of his career, Nick has understood that the only way to reach a client’s goals is to first get to know their story and what will make a difference in their life and in their family’s lives. This way, when faced with a unique challenge, he already knows the next steps to take with each individual’s situation and stay true to the legacy they are working to build.
Nick has a bachelor's degree from UW-Lacrosse. He has gained experience over the years working with a variety of high asset clients, as well as from his membership in the Fee Only Network, and serving as President of the board for the Financial Planning Association of Wisconsin (FPA).
When not in the office, Nick spends time with his wife and two children and volunteers as coach for his son’s soccer team. In the short summers you’ll find him on the golf course; and in the long winters you can find him at the local bowling alley.
- Retirement Income
- Investment Analysis
- Tax Planning
- CFA Charterholder
- Financial Planning Association (FPA) of Wisconsin - President of the Board
- Wauwatosa Jr. Trojans Baseball Club - Board Member
- CFA Society of Milwaukee - Board Member
- UW-LaCrosse Spellman Fund - Board Member
- Wisconsin Adopt a Golden Retriever
- Wisconsin Multiple Sclerosis Society
Season Ticket Holder:
Connoisseur of Chicken Wings
Most Difficult Golf Course:
The Bull, Sheboygan Falls