Nick serves as a financial advisor with Patton Wealth Management and Raymond James Financial Services. He has nearly two decades of financial services experience, 11 years of which has been spent serving his clients and their personal financial pursuits. Nick specializes in working with families, business owners, automotive dealers and reinsurance providers.
Areas of focus
Tax Efficient Investment Strategies
Corporate Retirement Plans
Employee Stock Purchase Plans
Nick graduated from Trine University and holds a Bachelor’s degree in Business Management. His wife Christi has been an elementary teacher for 17 years. Together Nick and Christi have been married for 18 years and have two children, Gavin (14) and Maeleigh (11) along with their rambunctious goldendoodle, Maggie.
Outside the office, Nick enjoys spending time with family and friends. In the summer he and his family can be found enjoying lake life or at one of his kids’ sporting events.