comprehensive financial plans. This includes evaluating each client’s current financial position and
recommending strategies for retirement planning, investment management, estate planning and risk
management. Nick provides plan reviews, as he believes accessibility is an integral part of the client
-advisor relationship.
Nick is a graduate of University of Minnesota-Twin Cities with a degree in Business Management and
a focus in Financial Analysis. Originally from New Berlin, Wisconsin, Nick represents the Lakewood
family in Milwaukee and serves clients throughout the state of Wisconsin. Nick currently holds his
Series 66, SIE, and Series 7 licenses. Nick is an avid Wisconsin sports fan, enjoys hiking, and golfing
in his free time.
specializes in providing individuals and families
with comprehensive financial plans. This includes
evaluating each client’s current financial position
and recommending strategies for retirement
planning, investment management, estate
planning and risk management. Nick provides
plan reviews, as he believes accessibility is an
integral part of the client-advisor relationship.
Nick is a graduate of University of Minnesota-Twin
Cities with a degree in Business Management and
a focus in Financial Analysis. Originally from New
Berlin, Wisconsin, Nick represents the Lakewood
family in Milwaukee and serves clients throughout
the state of Wisconsin. Nick currently holds his
Series 66, SIE, and Series 7 licenses. Nick is an
avid Wisconsin sports fan, enjoys hiking, and
golfing in his free time.