Honest people. Honest advice.
Partner and Wealth Manager
Nick provides guidance in both individual and corporate retirement strategies, investments, and financial services. Nick holds the Series 6 and 63 through LPL Financial, SIE securities license, as well as the Pennsylvania Life, Accident and Health Insurance License. Nick is from the Johnstown area and he graduated from Lock Haven University, earning a Bachelor of Science Degree in Business Administration with a concentration in Finance and Economics.
Nick serves as a First Lieutenant in the Pennsylvania National Guard. He serves as an Infantry Recon Platoon Leader in HHC, 1st of the 109th Infantry Regiment. He currently resides in Plum with his wife Regina and his Dogs Conan and Caroline. In his spare time, he enjoys hunting and fishing with family and friends.