Nick knows how to anticipate clients’ needs. But he’s learned being a great advisor means pivoting with timely and accurate advice when life throws a curveball.
A knack for educating people about their financial situation is one of Nick’s talents – an aptitude that makes clients feel secure with him at the helm. No matter what level of detail his clients need about the market or their portfolios to feel comfortable, he makes sure they understand not only what, but why.
Nick recognizes that some of the most important and challenging life decisions are made with the help of a wealth management advisor. He’s made a career out of taking complex client problems and turning them into solutions that help clients focus on the things they care about most.
Before joining JMG Financial Group, Nick was a wealth advisor at a Chicago-area bank. He started his career working with high net worth individuals in Philadelphia, where he focused on estate planning.
Outside of the office, Nick enjoys golfing, reading and spending time with his wife and daughter.
Juris Doctor – Temple University Beasley School of Law
Bachelor of Arts – Alma College