Nick, as a Client Support Advisor, plays a key role in supporting clients throughout their financial journey. He manages incoming service requests — including distributions, new contributions, beneficiary updates, and other day-to-day client needs — with precision, timeliness, and care. Nick also assists with account openings, and portfolio reporting, ensuring every client receives a seamless and well-organized experience.

Before joining Beacon Wealth Management, Nick spent two years with Equitable Advisors. He holds professional securities and insurance licenses, bringing valuable industry knowledge to the Beacon team. Nick has been a resident of Clarksburg since 2020.

In his free time, he enjoys playing music, singing, and spending time with his siblings. Whether working with clients or connecting with others, he values strong relationships and is committed to excellence.