Nick co-founded Encore Financial to help individuals, families, and businesses throughout life's many transitions by delivering personalized services that aim to build, preserve, and manage wealth.
He understands the importance of helping clients to measure and achieve their financial goals. A proud alumnus of Kent State University, he received his degree in Finance in 2009.
Nick focuses on success through financial education in helping clients make informed decisions in the areas of financial planning, investment management, business services, and risk management.
SERVICES:
- Insurance Analysis
- Investment Planning
- Financial Planning
- Retirement Planning
- Fee-Based Money Management
- Long-Term Care Planning & Placement
- Group Benefits
LICENSES:
- FINRA Series 7: Which authorizes Nick as a general securities representative to sell virtually all types of securities products including stocks, bonds, ETFs, mutual funds, options, annuities, and other investments.
- FINRA Series 66: Series 66 license enables Nick to offer fee-based investment advisory services, demonstrating his knowledge of economics and ethics.
- Life & Health
FEE STRUCTURE:
- Percentage of Assets Under Management (AUM)
- Fixed Fees
FAVORITE THINGS:
Food: Italian
Movie: Caddy Shack
Book: Rich Dad Poor Dad
Pet: Siberian Huskies
Vacation Spot: Hilton Head
As a child: When Nick grew up he wanted to be: Business Owner
Quote: "Whatever you are, be a good one", Abraham Lincoln