Nick started his financial services career in 2004, after graduating cum laude from Washington State University. He majored in economics with a focus on global economic development, while also receiving a minor in film studies. Nick is passionate about implementing goals-based investing to help clients. He enjoys constructing portfolios that balance growth opportunities with risk management. In helping clients, he uses a disciplined fundamental analysis and global mindset to create and maintain individually tailored investment portfolios. *Nick was #5 on the FORBES 2019 Next-Gen Best in State Wealth Advisor list, and is a **FORBES 2020 Best In State Wealth Advisor. Nick lives in Magnolia with his wife, Jane, who is a Pediatric Nurse Practitioner. They have a three year-old daughter and enjoy roaming the PNW.
*Forbes Next-Gen Best in State Wealth Advisor award issued on September 4, 2019, with rankings based on data as of March 31, 2019.
**Forbes Best in State Wealth Advisor award issued January 16, 2020, with rankings based on data as of June 30, 2019."