Nick began his financial practice in 1997. His goal is to provide individuals, families and business owners with assistance in building their financial freedom. His mission is to become a lifetime resource for each and every one of his clients. Whether it is insurance or investments, he provides financial strategies based on each client's unique situation. After 20 years practicing in MA, Nick has moved to Youngsville, NC and will mainly be working with people in Franklin and Wake counties.
He enjoys playing golf, reading, music, and spending time with his wife, Mary Anne, and their grandchildren.
- Retirement Income Certified Professional
- Series 6
- Series 63
- Series 65
- Series 7
- Life/Health/Long-Term Care Insurance License