Nick works with small business owners, individuals and families, to understand their needs and financial goals in order to develop and propose a comprehensive financial plan.
Nick graduated from St. Norbert College with a major in Accounting and a minor in Spanish. Additionally, Nick holds the FINRA Series 7 and 66 licenses, along with his Certified Public Accountant (CPA) license. He currently lives in Madison with his Mini-Goldendoodle, Winston. In his free time, enjoys attending sporting events, running, playing tennis, golf, and boating.
Currently, Nick is a member on the advisory boards for the Endres Manufacturing Company Foundation and the Our Lady Queen of Peace Finance Council.