Nick has been helping others pursue their financial goals for nearly 20 years. During this time, he has worked for several large brokerage firms, credit unions, and trust companies. This breadth of experience has enabled him to coach clients through the many financial ups and downs in life. He has taught classes on the topics of investments, planning for retirement, insurance, and estate planning. As a wealth advisor, he prefers a collaborative, consultative approach to help clients make informed decisions while educating them along the way to pursuing their financial goals.
“I always aim to keep things simple. Of course, some financial topics can get complex, so I am here to explain it in a way that is understandable. I want to help you feel confident in your financial decisions and will continue to educate and coach you into the future.”
Nick and Mandy have four children (including twins) and live in Bluffdale. Nick loves fishing, soccer, pickleball, and watching his children excel in their many activities (dance, soccer, tumbling, and more!).