Nick plays a key role in helping new clients embark on their financial journey. He skillfully handles account openings, asset gathering, and portfolio reporting with precision and care. With his extensive background in finance, he also manages database updates, wealth strategies, and client service needs to ensure a seamless experience for every client.

Before joining Beacon Wealth Management, Nick spent two years with Equitable Advisors. He holds professional securities and insurance licenses, bringing invaluable expertise to his role. 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 at work or at home, he values strong connections and is committed to excellence.