Nick brings eight years of experience in financial services to his role as Wealth Management Advisor.
Currently, Nick specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management and wealth advisory and trust planning. Nick is part of a team that collaborates with families to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Prior to joining First American in 2015, Nick worked at J.P. Morgan Chase in retail banking in all aspects of branch banking. Most recently he served clients as a Private Client Banker focused on identifying the needs and goals of affluent families in Orange County. His experience in banking includes a broad knowledge of personal and business banking, retirement planning, lending and trust services. Nick has held Series 6 and 63 securities industry designations as well as a California Life Insurance Agent license.
He is currently a candidate to receive designation as a Certified Financial Planner TM.
Nick is involved in various professional and community activities. He serves the community of Laguna Niguel where he lives and is a member of South Shores Church in Dana Point.