Nick has an unwavering focus on helping clients achieve their financial goals and aspirations by serving as a dedicated financial planning consultant for our advisor partners. As a part of this process, he leads the development and implementation of the firm’s portfolio analysis and planning resources designed to improve the financial situation for clients. With his successful completion of the Certified Financial Planner (CFP®) program, Nick is positioned to craft comprehensive solutions to complex financial challenges that span across all components of the financial planning process.