Nick began his financial practice in 1997. His goal is to provide individuals, families and business owners with assistance in building their financial freedom. His mission is to become a lifetime resource for each and every one of his clients. Whether it is insurance or investments, he provides financial strategies based on each client's unique situation. Nick serves clients throughout New England and the Mid Atlantic region. After practicing in Massachusetts for more than 20 years, he relocated to Wake Forest in 2018 and continues to work with clients both locally and across the East Coast.
He enjoys playing golf, reading, music, and spending time with his wife, Mary Anne, and their grandchildren.
Professional Qualifications
Retirement Income Certified Professional
FINRA Series 6
FINRA Series 63
Finra Series 65
Finra Series 7
Life/Health/Long-Term Care Insurance License
