As part of the RBC Wealth Management Consulting Group, Nick is recognized and set apart by RBC Wealth Management 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 clients’ financial situations. His recommendations reflect their best interests. In addition to CFP® certification, Nick has passed his Series 7, 31, 63 and 65 exams, and holds licenses in both life and health insurance in Wisconsin. He is a graduate of University of Wisconsin – Oshkosh, majoring in finance, and was a member of the men’s soccer team. Nick earned a global business minor while studying in Sevilla, Spain. In addition, Nick is a part of the RBC Wealth Management President’s Council.
Nick resides in Wauwatosa with his wife, Catie and his four children: Sam, Jack, Leo, and Stella. In his spare time, he enjoys coaching youth soccer, is a Cub Scout den leader, and volunteers at his children’s school and the MACC Fund. Nick also enjoys traveling, reading and Milwaukee’s restaurants.