Nick works with small business owners, individuals and families, to understand their needs and financial goals in order to develop and propose a comprehensive financial plan.
Nick graduated from St. Norbert College with a major in Accounting and a minor in Spanish. Additionally, Nick holds the FINRA Series 7 and 66 licenses, along with his Certified Public Accountant (CPA) license. He currently lives in Madison with his wife Leisa and two dogs, Winston and Madison. In his free time, enjoys attending sporting events, running, playing tennis, golf, and boating.
Currently, Nick is a member on the advisory boards for the Endres Manufacturing Company Foundation and the Our Lady Queen of Peace Finance Council.