Nick is the CEO and president of Financial Foundations. He has a unique ability to inspire his clients and his team to become the best versions of themselves. His ability to encourage people to grow, learn, and prosper has made him a successful advisor, business owner, and mentor.
Nick focuses on providing sophisticated wealth planning and investment management strategies to affluent families, executives, and business owners. His goal is to use his broad experience to help his clients maintain their lifestyles throughout their retirement years and pass this success on to the next generation.
Early in Nick’s career, his main focus was on asset management and insurance. He quickly identified a need for a full-service investment firm. Nick understood that the only way to provide individuals with the depth and scope of advice they deserve was to offer a full boutique of financial services. He founded Financial Foundations in 2001 with this mission in mind and created our unique process: The Personal Foundation Builder®.
As a 20-year participant of Strategic Coach’s mentor program, Nick has gained valuable insight and methodologies of other successful entrepreneurs. He believes this experience has directly impacted the growth and longevity of Financial Foundations.
Nick is a proud alumnus of Bentley University. He then went on to obtain his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, Colorado. Additionally, Nick maintains his FINRA Series 7, 24, 51, and 63 securities registrations, which are held through Commonwealth Financial Network®.
Nick is a proud supporter of many local philanthropies including Easterseals, Children International, City on a Hill, Birthday Wishes, Make a Wish Foundation, and various local community events.
Nick enjoys spending time with his wife, Dorothy, and their three children. They love to barbeque and enjoy the outdoors. Nick is passionate about golf and traveling to new destinations around the world.
Commonwealth Financial Network is a leading investment brokerage firm for independent financial consultants nationwide. Celebrating his 25th year with Commonwealth, Nick has qualified for Commonwealth’s prestigious Leaders Conference, as well as for the exclusive Chairman’s Retreat every consecutive year since its inception.
Nick is proud to have been recognized as a Chairman’s level advisor for 2016—a distinction based on annual production attained by just over 3 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Nick can be reached at firstname.lastname@example.org or 508.620.1000 x100.