Nick is a financial advisor with a focus on retirement planning, investment management, and wealth preservation. Nick provides personalized service based one a client’s needs and seeks to build trust and confidence in his client relationships. Nick earned his Certified Financial PlannerTM (CFP®) in 2018 and graduated with a finance degree from Oakland University.
Credentials:
Certified Financial PlannerTM (CFP®)
Series 7, 63, & 24 Registrations
Variable Life & Annuities License