Nick is passionate about helping clients gain financial knowledge and achieve their wealth management goals. He approaches each client’s needs from where they are at in their personal financial situation and provides the assistance needed to help them pursue their goals. This may include developing personalized plans to identify financial goals, managing portfolios to work towards reaching those goals, designing a tax efficient income stream during retirement, or building a budget to help clients stay on track.
Nick has gained a wealth of knowledge through his past experiences and education. He graduated from Texas Christian University with a BA in Economics. Prior to joining FPS, he worked for Fidelity Investments. While at Fidelity, Nick was responsible for finding solutions for the most challenging, escalated situations. His professional education and credentials include holding his FINRA Series 7, 66, 9 and 10 licenses and the Chartered Retirement Planner Consultant (CRPC) designation.
In his spare time, Nick enjoys working out, discovering new places to eat (which leads to more working out), following the financial markets, and traveling both domestically and internationally. Some of his more unique travels
have brought him to Machu Pichu in Peru, the tiny Azores Islands in the middle of the Atlantic Ocean, urban and rural areas of SE Asia, studying abroad in London, and a family favorite, Steamboat Springs, CO. Nick’s personal goals for the future include getting a dog.
Feel free to contact Nick with any questions you have pertaining to your wealth management goals and strategies.