For the last 5 years, Nick has been educating and advising Physicians and Medical Professionals, High-Performing Sales Leaders, and Business Owners in effective financial decision-making. He works with people who want to increase their net worth, and make informed decisions so they can meet their objectives in the creation, protection, and enjoyment of their wealth.
He currently resides in Carmel with his wife, Rachel, and their dog, Oakley. He’s an avid outdoorsman and enjoys his free time snowboarding, skiing, hiking, biking, and shooting for sport. Family is the most important in his life, next to his relationships with lifelong friends. He looks forward to starting a family of his own someday and plans to stay right here in his hometown.
He got into this profession because he wants to make a positive impact on the lives of those around him and in his community. Going to school for Finance and Insurance taught him that he has a knowledge and skillset that ought to be shared with the world instead of hoarded for his own benefit. Knowledge is power and he plans to arm and equip all of his clients with the tools they need to not only accomplish their goals and aspirations, but to live a meaningful and impactful life.
