Independence
Nick is an active member in his community of Bowling Green, Ohio, where he resides with his wife, Bridget, and three children, Nina, Owen, and Natalie. He is a past board member of 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, camping, and boating.
Expertise
Nick has nearly 20 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 several different states.
Results
Nick works directly with clients to manage and maintain their retirement goals. He provides objective, 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.