Nick is a Senior Wealth Advisor with Argyle Wealth Management and LPL Financial. With nearly two decades of experience in the financial services industry, including more than 13 years dedicated to advising individuals and families, Nick is committed to helping clients make confident financial decisions and pursue their long-term goals.
Nick works closely with high-net-worth families, business owners, automotive dealers, and reinsurance providers, delivering personalized wealth management strategies tailored to each client's unique circumstances. He believes successful financial planning begins with understanding what matters most to each client and building lasting relationships based on trust, transparency, and customized service.
His areas of expertise include:
- Comprehensive Financial Planning
- Investment Management
- Tax-Efficient Investment Strategies
- Retirement & Income Planning
- Longevity Planning
- Corporate Retirement Plans
- Reinsurance Planning
- Trust Services
- Insurance & Risk Management
Nick earned his Bachelor of Science in Business Management from Trine University. He and his wife, Christi, an elementary school teacher of more than 20 years, have been married for 20 years and are proud parents of two children, Gavin and Maeleigh. They also share their home with their energetic Goldendoodle, Maggie.
Outside the office, Nick enjoys spending time with family and friends. Whether it's making memories at the lake during the summer or cheering on his children at their sporting events, he values the same principles he brings to his practice—commitment, relationships, and investing in what matters most.