For the last 6 years, Nick has been educating and advising Physicians and Medical Professionals, High-Performing Sales Leaders, and Business Owners in effective financial decision-making. He works with people who want to increase their net worth, and make informed decisions so they can meet their objectives in the creation, protection, and enjoyment of their wealth.
He currently resides in Carmel with his wife, Rachel, and their two dogs. Nick and Rachel recently had their first child, and they are excited to lay roots in the town they both grew up in. He’s an avid outdoorsman and enjoys his free time snowboarding, skiing, hiking, and shooting for sport. Nick is an animal lover and would love to have a farm of his own someday to raise his kids on. Family is the most important in his life, next to his relationships with lifelong friends.
He got into this profession because he wants to make a positive impact on the lives of those around him and in his community. Going to school for Finance and Insurance taught him that he has knowledge and passion that ought to be shared with the world instead of hoarded for his own benefit. Knowledge is power and he plans to arm and equip all of his clients with the tools they need to not only accomplish their goals and aspirations, but to live a meaningful and impactful life. I want to work with people who share similar values and are dedicated to improving their lives, starting with money.
