Nick is an active member in his community of Bowling Green, Ohio, where he resides with his wife, Bridget, and two children, Nina and Owen. He is currently on the board for the Bowling Green Schools Foundation. He is also a member of the Bowling Green State University Falcon Club, the umbrella fundraising organization for Bowling Green State University athletics. Nick is chairman of a golf outing that raises money to support scholarships for high school seniors and area youth hockey players. On his days off, Nick enjoys spending time with family and friends, playing golf, and boating.
Nick has more than 14 years of experience in the financial industry, particularly in investments. He has been an active advisor with LPL Financial since he joined the firm in 2004. His prior experience includes serving as a Financial Advisor at American Express in Cleveland, Ohio. Nick holds a BA in both Finance and Management Information Systems from Bowling Green State University. He also holds his series 7, 63 (at LPL Financial) and life & health insurance license in a number of different states.
Nick works directly with clients to manage and maintain their retirement goals. He provides unbiased, customized investment strategies to help manage, preserve and transfer his clients’ wealth. Nick is committed to helping individuals and families pursue and potentially exceed their life goals. “I strive to provide clients with honest and impactful investment advice to help them navigate through every facet of their retirement planning process.”