Talk to us Meet Nick
What do you enjoy most about wealth management?
I enjoy building relationships with clients and helping them achieve their goals.
What's the biggest challenge?
Not knowing what is going to happen to the stock market tomorrow!
What do you love most about being part of Aspiriant?
I love being a part of a team of people singularly focused on helping our clients achieve their goals.
What professional accomplishments are you most proud of?
Gaining the trust of the clients I serve.
What quality of yours makes you best suited to what you do?
I’m very curious and like to understand how systems work, and then help people put things into context.
How should people think about their wealth?
As a tool to help them achieve their goals.
What do you love to do outside of work?
Spend time outdoors and with family and friends. Eat Italian food and chocolate chip cookies!
What personal accomplishments are you most proud of?
Finishing the Avenue of the Giants Marathon in Humboldt County, Calif., and convincing my wife to marry me.
Bio
Nick joined Aspiriant at the end of 2014 as an associate in Investment Operations. He transitioned to the Wealth Management team in the beginning of 2017. He has over ten years of experience working in financial services, including seven years working with high-net-worth individuals and families.
Prior to joining the firm, Nick spent time at an M&A consulting firm in San Diego and third-party marketing firm in Orange County, Calif.
Nick earned a B.A. degree in economics and a Minor in accounting from the University of California at San Diego. He earned his CFP® certification in 2017.
Nick lives in San Francisco with his wife. In their free time they enjoy getting outdoors and spending time with friends and family. You can trust that they’ll have recently had an Italian meal, and that Nick has eaten a chocolate chip cookie recently.
