Nicholas joined the firm in 2022 bringing over 25 years of wealth management experience to our clients. He is a graduate of Calvert Hall College High School and a United States Navy Veteran. This explains his passion for serving his clients and working alongside them to plan for a successful future.
He has extensive experience working with business owners and helping them address the complexity of saving for retirement. Working with business owners, and their employees, focusing on holistic financial planning will ensure positive future outcomes. Over his 25-year career, he has focused on building relationships and is very active in the Chesapeake Gateway Chamber of Commerce and other professional groups and associations. These relationships and networks have exposed him to new and challenging opportunities as well as the ability to partner and collaborate.
Nicholas received his Master of Business Administration from the University of Phoenix and holds various securities and insurance licenses. He has completed advanced training in retirement planning and corporate retirement plans. He received his Chartered Retirement Planning Counselor (CRPC) from the College of Financial Planning and Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors.
He currently lives in the Perry Hall area and enjoys traveling, woodworking, and learning to play the guitar. He has two children, Mason and Madison, and hopes to have a dog one day in the near future!