Meet Nick
Nick is a Wealth Strategist based in Kahului, Hawaii. Nick joined Mercer Advisors in 2023 after serving as Client Service Associate at Beacon Pointe. He focuses on estate planning strategies for the clients he serves, helping them navigate complex financial situations with confidence. Nick earned a B.A. degree in finance from California State University, Fullerton, and holds the FINRA Series 65 license and the CERTIFIED FINANCIAL PLANNER® professional certification.
His working style
Nick takes the time to get to know his clients, their goals, concerns, and what success looks like to them. He is known for asking the right questions, listening carefully, and bringing clarity to complex situations. Clients looking for a collaborative partner often appreciate Nick’s thoughtful, responsive, and client-focused approach.
Nick in real life
Favorite thing about where you live?
I love being close to family and being a part of such a close-knit community that looks out for each other in Kāneʻohe.
What keeps you busy outside of work?
Most of my free time is spent with my wife and my dog, Lucky Boy. I enjoy cooking and finding new and exciting local restaurants. I love to run half marathons and marathons around the state.
Why do you like working at Mercer Advisors?
I enjoy the work-life balance and appreciate how understanding and kind my co-workers are.
Nick’s snapshots
Meet Nick’s Teammates
Adam Stanowick
Director, Financial Planning
What Nick Says
Adam has been with me since I joined the Financial Planning team. He provides me with great advice and suggestions on how to provide financial plans tailored for our clients.
Nathan Cha
Wealth Strategist
What Nick Says
Nathan has been a great collaborator since joining the Financial Planning team. We bounce ideas off each other and work together to find the answers to questions we have.
Jennifer Baick
VP, Financial Planning Group
What Nick Says
Jennifer is one of the kindest, warmest people I have ever worked with. She is very approachable with any questions I have, and I appreciate working with her.
Ready to learn more?
Explore More
