Meet the Team

As a Financial Advisor, Nick is responsible for providing exceptional service to clients, as well as developing and implementing comprehensive financial plans.

Education

Nick graduated Magna Cum Laude from the University of Connecticut (UConn) in 2022, with a Bachelor of Science in Finance and a minor in Real Estate. Nick is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee. 

Affiliations & Community Involvement

While at UConn, Nick was a member of various finance organizations including the Student Managed Fund, where he managed a 1-million-dollar endowment fund and had to keep it invested throughout his senior year.

Outside of the office, Nick enjoys spending time with family and friends, traveling, and exercising. He currently lives in Enfield, CT.