Nick brings over 12 years of experience in financial services to his role as Relationship Manager.
Currently, as a relationship manager, Nick is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. He provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures. In addition, Nick specializes in financial planning to help clients shape and secure their financial future.
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.
Nick holds the WMCP® (Wealth Management Certified Professional®) and BFA™ (Behavioral Financial Advisor™) designations. Nick is involved in various professional and community activities in the city of Mission Viejo where he lives with his wife and two children.