Nicholas is an experienced financial advisor with over 15 years of expertise in providing customized wealth management and retirement planning strategies for high-net-worth individuals and families. Most recently, he worked as Vice President and Financial Consultant in Phoenix, AZ, where he specialized in comprehensive financial planning. His focus areas included retirement income distribution, tax optimization, and long-term investment strategies.
He previously spent over a decade at USAA, where he held key roles as both a Retirement Income Specialist and a Wealth Advisor. During his tenure, Nicholas guided clients through complex retirement decisions involving income sequencing, Social Security optimization, and estate planning. He also contributed to the firm’s advisor development programs as a mentor and change leader.
Nicholas holds a bachelor’s degree from Grand Canyon University and is a Chartered Retirement Planning Counselor™ (CRPC™) designation holder, highlighting his expertise in retirement planning. Known for his consultative, client-first approach, Nicholas excels at translating complex financial concepts into personalized, actionable strategies.
Nicholas's Hometown
Steger, IL
Favorite Food
Mexican food
Favorite Sports Team
All Chicago teams
Quote
“When you stop learning, you stop living in any vital and meaningful sense.”~ Eleanor Roosevelt
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