Nick works closely with Advisory Staff team members to meet the wide variety of goals and needs of clients and their families.
Nick has been helping entrepreneurs and their families simplify their financial lives since graduating Campbell University in 2020 with a Master’s degree in Business Administration. Prior to obtaining his MBA, he also earned his degree in Trust and Wealth Management at Campbell University, class of 2019. Nick interned at Waldron in 2018 and 2019 before joining full-time and recently passed his CERTIFIED FINANCIAL PLANNER® exam early in 2022.
At Waldron, Nick specializes in creating and implementing advanced estate, trust, retirement, and cash flow planning to build long-term relationships with clients.
Outside of the office, Nick is an avid outdoorsman who enjoys hunting, trapshooting, and going to the gym. He resides in Brentwood, PA.
