For many years, the brokerage model was all I knew. I started to notice that clients were becoming less and less important and that sales/revenue was all that mattered. That was around the time I was studying for the CFP exam and realized what being a true Fiduciary meant. It was only a matter of time before I would transition to a fee-only financial planning firm where I could always put my client’s interests before my own. Rockbridge provides an environment where every day is different, and every day poses a new challenge. As a team, we serve our clients better.
Relationships are what I enjoy most about this business. I am able to connect on both a personal and professional level with our clients. There is nothing more rewarding than seeing your client’s dreams come to fruition.
The National Association of Personal Financial Advisors
Financial Planning Association of CNY
Nick and his wife, Katie, have 4 handsome boys. Their boys’ names are Noah, Nicholas, Nathan and Nolan. In his free time (what is that?), Nick enjoys playing golf, going camping and playing outdoors with his boys.