Nick understands that financial planning and investment management concepts can be confusing and intimidating. Throughout his career, he has developed a passion for the consultative approach, educating others and breaking down barriers in the pursuit of Economic Freedom™. Nick started his career in wealth management at Sanford Financial in 2011, which was acquired by Mercer Advisors in 2022.
Nick is dedicated to building trust with clients, discovering their personal passions, and helping them gain confidence in their decisions to achieve their financial goals. Inspired by his grandfather’s passion for investing and his grandmother’s journey to financial security with an advisor after her husband’s passing, Nick pursued a career as a wealth advisor.
His love for educating others led him to become an adjunct professor of investment principles at Kalamazoo College. Nick holds a BBA in finance and commercial law and an MBA with a finance concentration from Western Michigan University. He also spent eight weeks living in Maastricht, Netherlands, in 2008 for a study abroad program at the University of Maastricht.
Nick lives in Kalamazoo and, when not with clients, strives to lead by example as a great husband and father to two boys. A native of Kalamazoo, he appreciates the beauty and rural nature of the area.