I'm a California native and moved from my hometown in San Diego to Orange County in 2013 to begin my financial planning practice with Northwestern Mutual. I have been expanding my business and providing world-class financial service to clients up and down the West Coast ever since. I married my wife Kassi in 2017 and we now live in Costa Mesa, CA and love being active in our community.
In our free time, we love to travel (ask me about Iceland, Bali, Tanznia, or Singapore) and are active with our church and several local non-profits. One of my favorite things is spending intentional time with clients outside of the office. Some of my favorite events have been the most recent Rose Bowl games, family day at the movies, and craft whiskey tasting.
In my business, I specialize in providing strategic, comprehensive advice to help successful attorneys, physicians, and business owners, as well as the next generation of millennial business leaders to meet their financial goals. I also often collaborate with fellow advisors to educate clients on wealth management strategies and solutions.
In addition to helping his own clients thrive, Nick strives to positively impact individuals across the country by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future,
I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. I received my Bachelor's degree in Business from Azusa Pacific University in California.