Our Team

Nick has worked side by side with clients as a financial advisor for over 15 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent, and deeply rooted in the values of his clients. He has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the country.

Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments and charitable funds.

Nick holds the FINRA Series 7, 63, and 65 licenses and is life, health, and variable insurance licensed. He is also a Certified Financial Planner™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered SRI Counselor®.

When not at the office, Nick enjoys spending time with his wife, Kendra, and four children, Violet, Elliott, Henry, and Cosette. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, traveling, and Friday pizza and game night with his family.

Karen Shapiro is a seasoned financial advisor with over 15 years of experience helping individuals, families, and small businesses align their financial goals with their values. With a background in environmental science (M.S., Harvard School of Public Health; B.S., Rutgers University), Karen brings a unique perspective to financial planning, specializing in sustainable and impact investing. Her work at Domini Impact Investments included leading ESG initiatives and brokering a landmark agreement between Kimberly-Clark and Greenpeace. Karen holds the ChFC designation, FINRA Series 7 and 66 licenses, and is licensed for life, health, and variable insurance. Outside of work, she enjoys outdoor adventures and baking for family and friends.

Michael is an Enrolled Agent (EA) and licensed by the Internal Revenue Service to provide tax services. He has dual bachelor’s degrees in political science and economics from Boston University and an MBA, with a concentration in Finance and Accounting, from UMass/Boston. Michael has worked for H&R Block, the Internal Revenue Service, the Massachusetts Department of Revenue, Fidelity Investments, the Boston Company, and several large retail corporations.

In his free time, Micahel enjoys spending time with his family, traveling and exploring new restaurants. As a big history buff, Michael is a long-term colonial reanactor focusing on immersive living history. 

Jasen, a CFA charterholder, oversees the development and management of internal investment portfolios for Green Future Wealth Management. As a licensed CPA, he also specializes in customized advanced planning solutions for short and long-term income tax liability minimization. Chief Investment Officer role is internal only to Green Future Wealth Management and does not apply to Cambridge Investment Research Advisors, Inc.