With the extensive resources at his disposal, Nick leverages the firm’s capabilities to help you define your financial goals and develop tailored strategies. As a Wealth CFO and Exit Planner along with holding the designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and CEPA (Certified Exit Planning Advisor), Nick is equipped to guide you through critical planning topics such as business exit and transition, tax, estate, charitable, insurance, retirement, budgeting, lending, cash, and investment management. His national practice primarily focuses on families and individuals, including business owners, executives, empowered women, and next-gen, ensuring they navigate complex wealth management processes with confidence.

Outside of his professional life, Nick is a Wisconsin native who graduated from the University of Wisconsin-Milwaukee and earned a bachelor’s degree in finance. He is passionate about financial literacy and empowering people to have better outcomes. Nick is an active community member, participating in professional networking groups and local chamber of commerce organizations. He is also an avid sports fan, coffee drinker, wellness-focused, and an artisanal tequila and mezcal connoisseur. He enjoys learning about the multi-year process and the history of local Mexican family-owned brands. Nick cherishes his time outdoors, traveling with his fiancée Laura and their dog Sir Howard, and being active rescue dog fosters.