Nick began his career in 2008 and has vast experience in portfolio design, investment strategy, and risk management for high-level executive branch officials. His role demands a deep understanding of compliance and ethics requirements, helping ensuure that his clients receive sound financial guidance in complex environments.
Nick focuses on working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. His experience in personal finance, including private banking, mortgage solutions, and customized credit solutions, helps him to provide a holistic planning approach for his clients.
Beyond his professional achievements, Nick is deeply committed to his community. He has spent years coaching ice hockey, fostering teamwork and leadership skills in young athletes. He also serves on the board of the Reston Raiders, helping guide the organization's mission and growth.
Nick resides in Oakton, VA, with his wife, Samantha, their two sons, Brennan and Kalebm, and their two dogs, Teddy and Tuukka.
