Nick has been partnering with clients on their financial goals since 2016. He holds his CERTIFIED FINANCIAL PLANNER™ designation and focuses on investment, tax, and estate planning. Nick believes in providing transparent, straightforward advice to help clients make smart financial decisions. He believes that life is short, and managing your wealth should provide freedom, not stress. When not in the office, he enjoys spending time with his wife, Cassidy, and chasing around their two young daughters, Livia and Noa.