With three decades of industry experience and supported by the one of the world's premier financial platforms, Nick and his group focus on delivering customized and sophisticated financial advice to high net worth families, corporations, foundations and trusts. His prior advisory experience includes Ernst & Young, AXA Advisors, and Wells Fargo. Nick is a CERTIFIED FINANCIAL PLANNER® certificant and has earned a Masters degree both in Economics and in Finance. Nick is also honored to be on Forbes' Best Wealth Advisor List for 2022 and 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Nick serves advisory board of Meinders School of Business of Oklahoma City University and Oklahoma City Philharmonic Board of Directors. He is also a member of Leadership Oklahoma City, Oklahoma City Downtown Rotary Club, and Norman Trinity Baptist Church. Nick also enjoys oil painting, singing, swimming, and table tennis.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
