Nick believes that the road ahead is filled with opportunities, and we may be entering an exciting, dangerous, yet opportunity-filled era in the industry. Nick believes the time is now to attempt to take advantage of those opportunities.
As the head of Tri Counties Advisors, our team 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 graduated with a double major from San Diego State University. He is currently a Registered Principal with Raymond James and the Vice President, Wealth Management Director with Tri Counties Advisors. Nick 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.