About
Nick is a recent graduate from the Pamplin School of Business at Virginia Tech, graduating in May of 2023. He majored in Finance with a concentration in Certified Financial Planning and is currently studying for his CFP designation. Nick has also had numerous internships in the finance industry throughout his educational career giving him exposure to the industry early on.
Nick’s focus is bringing a wholistic approach to financial planning to each individual client. Knowing that all client situations vary, Nick seeks to take personalized care through innovative planning solutions and risk management programs in order to ensure financial well-being.
In addition to Prestige Planning, Nick enjoys participating in any kind of sports activity such as golf, pickleball, and soccer. Nick also partakes in his hobby of cooking in his free time. Originally from Maryland, Nick has thoroughly enjoyed making the move to the Bradenton/Sarasota area after finishing his time at college.
Rock and EDM
Blue Crab
Skiing
Schedule A Call
We provide financial guidance by building real-world relationships.
It starts with a conversation, so let’s talk.