Lead Financial Advisor

Nic's Bio

Nic believes it is never too late to put yourself on a better path forward. As a lead advisor, he guides families toward more secure retirements using his advanced knowledge in economics and income planning.

Prior to joining Strategic Wealth Designers in 2021, Nic was a high school history and economics teacher. He switched careers to have a greater impact on those around him. Today, he uses his background in education to make complex financial topics easier for families to understand, enabling them to clearly see what is happening in their portfolio and how it will impact their retirement.

Nic holds a Bachelor of Arts in history and psychology, as well as a Master of Arts in history from East Carolina University. He passed the Series 7 and 66 securities exams and holds life and health insurance licenses.

Nic lives with his dog, Dori, in Raleigh, North Carolina. True to his roots in Baltimore, Maryland, where he was born and raised, he is a fan of the Ravens as well as crab cakes, and he puts Old Bay seasoning on everything.