Nick thrives on delivering exceptional client experiences, ensuring every detail is handled with accuracy and efficiency to help clients achieve their financial goals. His passion for service goes beyond transactions—he values building lasting relationships and being a trusted resource for clients navigating their financial journeys. At Assembly, Nick values the collaborative and client-first culture, working alongside a team that shares his passion for delivering excellence.

Beyond the world of finance, Nick finds balance and inspiration in the great outdoors. Whether hiking Marin’s scenic trails, snowboarding in the mountains, or unwinding by the lake, he’s always seeking new adventures. A true explorer at heart, one of his proudest travel moments was immersing himself in the history and natural beauty of Japan’s Meiji Jingu Shrine. If he could live anywhere for a year, Tahoe’s tranquil landscapes would be his top pick.

Nick’s financial journey is fueled by perseverance, best captured by his theme song, Hit Me with Your Best Shot by Pat Benatar. He believes in rolling with the punches, staying the course, and pushing forward. A defining moment in his career was realizing the profound impact of exceptional client service—witnessing firsthand how trust and responsiveness lead to lasting client relationships.

A believer in giving back, Nick volunteers as a youth football coach and participates in career simulations for young students, helping to build their confidence and future aspirations. He’s also passionate about continuous learning and growth, envisioning a future where he expands his expertise to better serve clients.

Ask him about: Fitness!