Nick first became interested in continuing a career in the financial services industry while serving in the United States Marine Corps. Nick’s responsibility while serving was handling all financial matters for the Marines stationed abroad in the United States Embassies all over the world. Since these Marines were leaving their families for an extended period of time, it was here that Nick realized the importance of having a sound financial plan. Nick earned two Navy and Marine Corps achievement medals for the contributions he made while supporting these Marines and the State Department.

Nick brings close to 20 years of wealth management experience to . Nick’s experience includes working in Manhattan, NY for US Trust Bank of America Private Wealth Management and Wells Fargo Private Bank in Greenwich CT, providing investment management, financial/estate planning, banking and credit strategies to clients. Nick takes a consultative approach to each and every client based on their own unique situation and works to provide solutions that are aligned with their goals and objectives.

Nick lives in Narragansett RI with his wife Jennifer, son Mason and Mini Doodle, Sandy.