A former U.S. Marine, Nick joined Horizon Planning Group as an intern in 2014 while pursuing his Bachelor’s degree in Finance from Kennesaw State University. After graduating, he continued to work as a client services associate until he became a fully-fledged financial advisor.
Nick was inspired to pursue finance as a career after leaving the military. With a respectable amount in savings and little financial education on the matter, he sought to learn more on the topic and soon sparked a passion for helping others learn how to manage their own finances better. He is now an invaluable resource to our clients, and specializes in working with active and retired military members and first responders. Nick’s personal experience trying to navigate military benefits after his service gives him in-depth knowledge to help guide these clients through the same situations in their lives.
Nick was born in Colorado but has since lived in New York, Miami, and Atlanta. He now resides in Marietta, Georgia, with his wife, their child, and their two dogs. He loves being outdoors with his family, traveling, and completing projects around the house. Nick is very active in his community and volunteers with the Make-A-Wish Foundation and local charities that support foster care needs. He also enjoys simply unwinding with his friends and playing some Xbox in his free time.
Nick holds his Series 7 and 66 securities certifications, as well as his life, health, and disability insurance license.
Schedule an appointment with Nick here.