With more than 25 years of experience as a financial professional, Nick helps clients define and pursue their financial goals through personalized planning, investment guidance, and access to the broad resources of Morgan Stanley. Working together, Nick and his team focus on helping clients preserve and grow wealth before retirement, while also addressing income needs throughout retirement. Their planning capabilities include retirement planning, family legacy planning, estate planning strategies, trust services, college planning, gifting strategies, long-term care, insurance planning, cash management, and lending solutions. On a personal note: Nick originally resided in Southern California and has called Scottsdale, Arizona home since 1993. He is the proud father of a wonderful 20-year-old daughter who is now a junior in college, and in his free time, he enjoys traveling the globe with his wife. Outside the office, Nick is an active member in the Harley-Davidson, scuba diving and skiing communities, and has completed numerous half marathons, full marathons, and triathlons throughout the United States. Locally, he also enjoys hiking throughout the “Valley of the Sun” and taking part in the many social events and activities Arizona has to offer. Before becoming a family man, Nick served as a uniformed volunteer with both the Los Angeles County Sheriff’s Department and the Maricopa County Sheriff’s Office, a meaningful experience that reflects his long-standing commitment to public service and community involvement. NMLS #: 1288243
CA Insurance License #: 4157375
