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.