General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Relationship Manager, Nick works directly with individuals, families, and business owners on a variety of wealth management needs, including investment management, trust and estate administration, and retirement accounts. He is responsible for managing client relationships and helping ensure the proper administration of trusts, estates, IRAs, and agency accounts while delivering a high level of personalized service and guidance. Nick is motivated by helping others achieve their goals and values the opportunity to make a positive impact both through his work and through community involvement.
