Nick believes that having a plan is one of the most powerful tools to help individuals stay on track to achieve their personal and financial goals. He is committed to investing the time up-front to get to know his clients and to learn what’s meaningful to them and their future. Assisting clients in building a tailored plan to meet their specific needs is always a top priority, and while having a financial plan is a great first step, Nick believes monitoring and updating the plan matters even more. If his clients are worried about changes in the tax code, generating enough income, or navigating the volatility of the stock market, Nick is always there to help make sure clients stay on track.
Nick joined DSF Wealth Management Group in 2024 soon after leaving his position as Senior Financial Advisor with another wealth management firm in Tampa. The culture at DSF made the choice an easy one for Nick, as well his belief in their core principle: “to enable our clients to have a better tomorrow.”
Nick graduated from Penn State University, University Park with a Bachelor of Science in Recreation, Park, and Tourism Management where he was a member of the PGA of America organization and participated in THON, the largest student-run philanthropy in the world. He began his financial services career in 2016 with Merrill Lynch, Bank of America where he became a registered representative holding Series 7 and 66 securities registrations, along with life, accident, & health insurance licenses. Nick added the CERTIFIED FINANCIAL PLANNER® designation to his credentials to better help clients navigate changes in the industry.
Prior to beginning his career in finance, Nick worked at Augusta National, Oakmont, and The Creek Club golf clubs. During this time, Nick had the opportunity to learn excellent customer service that is fundamental at these notable clubs. The mastery of this skillset has now transitioned to servicing DSF clients.
Nick currently resides in Washington County with his fiancé, Sydney, and their dogs, Mia and Oliver. You’re likely to spot Nick on a Saturday morning run with Sydney, or on the links on any given Sunday enjoying a round of golf with family and friends. Nick enjoys travelling around the world and is always looking for an excuse to explore a new country. He is also an avid sports fan cheering on the Pittsburgh Steelers or Penn State Nittany Lions.