As part of the RBC Consulting Group, Nick is recognized and set apart by RBC for his success in building and maintaining a consultative advisory practice.
As a CERTIFIED FINANCIAL PLANNER™ professional, Nick's approach to financial planning is holistic. He reviews all relevant aspects of his client's financial situations to help ensure his recommendations reflect his clients best interests. In addition to CFP® professional certification, Nick has passed the Series 7, 63, 65 and 31 securities exams, and holds his life and health insurance liscences in Wisconsin. He is a graduate of UW - Oshkosh, majoring in finance and was a member of the men's soccer team. He earned a global business minor while studying in Sevilla, Spain.
Nick resides in Wauwatosa with his wife Catie and his four children Sam, Jack, Leo, and Stella. In his spare time, he enjoys coaching soccer, is a Cub Scout den leader, volunteering at his children's school and for the MACC Fund. Nick also enjoys traveling, reading, and Milwaukee's restaurants.