Nick's passion for investing and finance developed while pursuing his business degree at Oregon State University, where he was an active member of the Investment Club. Now with over 15 years of industry experience in a wide range of capacities, this passion shines through in everything that he does.
As a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor at Morgan Stanley, Nick focuses on providing guidance and advice across all areas of the financial planning process. His ability to anticipate client needs before they arise is coupled with the understanding that each client situation is unique, and deserving of the utmost care and consideration. Attentiveness and clear communication are at the top of his priority list, as he prides himself with providing only the highest level of service.
When Nick is not in the office, he enjoys spending time with family locally, exercising, and hiking all around the Pacific Northwest.
Services Include
- Wealth Management
- Professional Portfolio Management
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Planning for Education Funding
- Equity Compensation
- Qualified Retirement Plans
- Cash Management and Lending ProductsFootnote8
- Life Insurance
Securities Agent: AK, WV, SD, MA, DE, VT, NH, MS, MN, KS, IN, HI, FL, NY, MD, TX, SC, RI, PA, CO, NM, NC, MI, ID, CA, AR, TN, OR, NJ, AL, VA, OH, NV, ME, WI, WA, OK, ND, MT, MO, KY, CT, AZ, WY, UT, IL, GA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1059296
CA Insurance License #: 4111652