Drawing on more than 22 years of experience in the financial services field, Nick brings deep expertise and a personalized approach to wealth management. Nick has worked with business founders, entrepreneurs, entertainment professionals, musicians, and physicians. He is committed to building long-lasting relationships, helping clients achieve clarity, and guiding them through the challenges and opportunities that come with financial success.

Nick built his first business as a solo wealth advisor, starting from scratch with zero clients. He understands the journey from original idea to thriving business. When Nick encountered Altar Rock, he recognized that its analytic and investment capabilities could enable him to address more complex situations and deliver value in new ways. As a result, Nick brought his clients and considerable talents to the firm.

Nick became a Certified Exit Planning Advisor (CEPA) in 2021 to help business owners as they prepare to sell their companies and plan for life after business ownership. Nick earned his BBA degree in Finance from Walsh College of Accountancy & Business Administration in Troy, Michigan.

How do you view your role working with individuals and families?

"My business philosophy is simple. I'm here to help you and your family navigate the complexities that come from building and growing significant wealth so you can enjoy your life more starting today. I can help you simplify your life so you can spend less time thinking about money and have more time for the people and things you care about most."

What do you love to do besides your work at Altar Rock?

"I have two sons, 14 and 12, who, along with my girlfriend, are the center of my life. I am also a writer and love spending time following my curiosity, learning new things, and making new friends around the world. Because I thrive on spending time with creative people, I find myself surrounded by authors, online creators, entrepreneurs, musicians, artists, and other creatives in the arts and entertainment industry."