Raised outside New York City where his father worked on Wall Street, Nick attended university in Vienna, Austria at the Institute for European Studies, where he studied international economics and became fluent in the German language. In 1981, he graduated from California State University, Fullerton with a Bachelor of Arts degree in business administration with a concentration in finance. He began his investment career with Merrill Lynch in 1982 and in 1991 joined Prudential Securities (now Wells Fargo Advisors). In 1999, he went on to join RBC Wealth Management. At each firm he was considered a top achiever and has held the titles of Senior Financial Advisor, First Vice President, Senior Portfolio Manager and Managing Director.
Nick’s business philosophy is to provide excellent service and advice while always putting the customer’s interests first. That approach has led to a thriving practice, as indicated by the fact that he has grown his business every year — in both good markets and bad. His integrity and concern for his clients is demonstrated by his clean regulatory record. His assistant, Carla, has been with him for 24 years. Her competence and courtesy are some of the reasons the team has maintained a high level of client retention over the years.