Our Story

While taking a personal finance and investment course during his sophomore year of high school Nick found his passion in the finance world. After conversations with all kinds of people, he realized that most people were hungry for information but did not have the opportunity to take a class in personal finance.

Having his sights set on helping people better manage their money, Nick received a degree in finance from the University of Delaware. During college, Nick expanded his knowledge base by working at two financial planning firms.

After graduation, Nick joined the financial services industry full-time. Having sixteen years of work and knowledge in the industry has allowed him to work with over 500 families and businesses. His main goal is to help ensure that the people he works with are well-informed and well-positioned to pursue their financial goals.