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Earned his Bachelor’s Degree (1988) and Master’s Degree (1994) in Economics from the University of Wisconsin, Milwaukee.
Nick is a Certified Financial Planner™ and an Investment Adviser Representative registered with the Financial Industry Regulatory Authority (FINRA). In addition to holding his Series 63 and Series 65 securities licenses, Nick was conferred the designations of Certified Divorce Financial Analyst™ (2002) and Certified Divorce Specialist (2003). He is currently an Affiliate Member of the Collaborative Family Law Council of Wisconsin, Inc.
Over his 27 years at WFA, Nick has dedicated himself to providing financial planning advice and wealth management services that are in the best interest of WFA’s clients. As a Fiduciary, WFA is motivated solely by what most benefits their clients.
Above all, Nick values the personal relationships he has with clients and is proud of the firm’s high client retention rate. He attributes that success in part to the firm’s commitment to service, and believes clients value the peace of mind they get from WFA’s practical financial assessments and advice.
When he’s not working, Nick likes to golf or take in a baseball game with his kids. He’s also a supporter of the Wounded Warriors Project and Children’s Hospital of Wisconsin