Nick believes that the road ahead is filled with opportunities, and now is the time to take advantage of them.
As Director of Tri Counties Advisors and Tri Counties Bank Wealth Management Group, Nick leads a vast team of experienced professionals who are dedicated to helping you reach your financial goals. Nick has over 17 years of experience in the industry, and is focused on guiding and leading clients through the complexities of wealth management. This includes investments, tax planning, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management. Nick is a Registered Principal with Raymond James Financial Services, Inc.
Nick graduated with a double major from San Diego State University. He enjoys soccer, golf, and spending time with his wife and two children.
Tri Counties Advisors: 3700 Douglas Blvd., Roseville CA 95661
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.