Born and raised in Cincinnati, Nick found a passion for the city and its people. He grew up on the west side where he developed a strong work ethic from his father, who owned and operated his own CPA business. Nick was brought up seeing what true client service is and that translated into finding the perfect fit at Foster & Motley where the client comes first.
Since he was young, Nick knew he wanted to be in wealth management. He purchased 5 shares of P&G stock when he was 13 and has been eager to learn more about the markets ever since. His desire for learning doesn’t stop there. During his time at the University of Cincinnati studying finance, he also engaged in other activities, including completing minors in Spanish and Information Systems, studying abroad 3 different times, and joining multiple honors programs/societies to further his education outside the classroom. Nick graduated from the Lindner College of Business magna cum laude in December 2017.
In addition to his career ambitions, Nick is heavily involved with his alma mater, Elder High School. As a member of the Alumni Board, he helps with fundraising efforts, organizes alumni events, and helps graduates stay connected to the school. He is also an avid bowler and enjoys coaching the sport. After bowling himself for 4 years in high school, he joined Elder’s coaching staff where he currently serves as a Varsity Coach.
Nick has traveled to five of the seven continents and is always looking for his next adventure. He recently got his pilot license, so he could fly himself to visit friends and clients and explore new places. In his free time, he enjoys volunteering, golfing, and hitting the skies for his next trip.
Quick Facts:
- Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, 2020
- Obtained Series 65 accreditation, 2018
- Graduate of the College of Financial Planning, 2019
- Graduate of the University of Cincinnati magna cum laude in Finance, 2017
- Graduate of Elder High School
- Graduate, Cincy Next, Cincinnati USA Regional Chamber, Class 7