Nick is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ professional. He is a member of XYPN and NAPFA. He resides just outside of Washington, DC in the Maryland suburbs. 

Nick has degrees from the University of Wisconsin-Madison and from Georgetown University SCS. He previously worked for two major Wall Street firms.

Things Nick is a big fan of outside of financial planning:

  • Baseball (could you tell?) and pickleball

  • Baltimore Orioles, Washington Commanders, Capitals, Nationals, Wizards, Formula One/Ferrari, Liverpool FC, Wisconsin Badgers (thats a lot of red)

  • Singing and Cappuccinos, preferably together

  • Traveling. Visited 15 countries: Vietnam, France, Italy, Greece, Netherlands, Switzerland, Belgium, UK, Germany, Iceland, Canada, Brazil, Mexico, Grenada, Dominican Republic. Top 3 countries on my bucket list: Egypt, New Zealand, South Africa

Click here if you’re interested in meeting with Nick