Nick’s path to wealth management was paved by a deep interest in how businesses and families scale. After starting in client relations, he quickly shifted into financial services by managing the books for local companies and navigating the intricacies of international Forex trading. This background in “boots-on-the-ground” finance gave him a unique perspective on risk and asset management.
Since 2014, Nick has been dedicated to helping individuals navigate their financial futures. He joined Stonebridge Financial Group in 2017 to help expand the firm’s reach and deepen its commitment to financial planning and advice. He is an Accredited Investment Fiduciary (AIF®). When he isn’t at his desk, you’ll likely find him playing with his children or hiking; he once trekked the Andes at an elevation of 15,944 feet. Nick lives in Marin with his wife and two children.
