Nick joins Elevate Private Wealth Management after spending the previous four years of his career gaining experience as an Associate Advisor working in Wealth Management at First American Bank. Nick understands and appreciates that each client has unique, individual needs. Through a personalized approach, he dedicates himself to developing strong, long-term relationships to ensure clients achieve their financial goals. Nick looks forward to working with the devoted team at Elevate who share in his passion for providing exceptional financial service to clients. Nick shared, “I believe helping clients understand their finances and develop a plan to help them realize their dreams, is the foundation of financial advisory.”
Nick received his Bachelor of Science Degree in Financial Planning from The Ohio State University where he was an active member of the student Financial Planning Association as well as a volunteer for Tax Time Ohio, providing free tax preparation services for those in need. He and his wife, Sarah, are life-long residents of Joliet and attended Joliet Catholic Academy together. Sarah is a Speech-Language Pathologist for the Troy School District, evaluating and treating students with speech and language delays. They recently moved back to Joliet and are eager to become active members of the community along with their new son, Christopher. Nick and Sarah both value spending time with family and friends as well as their mini goldendoodle, Sydney. In his spare time, Nick loves to golf and watch Ohio State Football.
Raymond James is not affiliated with the above organizations and/or charitable causes.