Prior to joining Alpha, Nick spent 4 years with the State Employees Credit Union (SECU) where he served as both a Trust and Senior Financial Services officer. Nick graduated from Appalachian State University with a Bachelor of Science in Business Administration in Finance and Banking with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), NAPFA-Registered Financial Advisor, and Accredited Trust Financial Analyst.
Nick values the present moment that we are given and attempts to take full advantage of all opportunities. The key to enjoying life is not regretting our past decisions or living anxiously about the future. Utilizing planning to isolate the variables that we can control leaves your mind at ease as you work towards your goals and dreams. Nick strongly believes there is no age too young for planning. The key is to start early and stay disciplined. Working with young professionals early in their career offers the opportunity to set the right foundation for a life full of success.
Nick is active in the community and has spent 4 years as Treasurer for a Boy Scouts Troop targeted to engage at-risk youth. Nick also serves as the Banquet Chairman for the Charlotte Ducks Unlimited Chapter which raises awareness and funds for the conservation of America's wetlands. He also enjoys his church LifeGroup which is focused on studying, serving the community and building life-long relationships.
Outside of work, Nick prioritizes exercise to maintain a healthy balance in life, both mentally and physically. This includes working out, hunting, fly-fishing, hiking, or just relaxing on the water. Nick is married and lives in Madison Park with two dogs. They enjoy riding their bikes around town, spending quality time with friends and family and taking trips to the mountains or the coast.
"As an outdoorsman, I see my role as a planner being similar to a guide. As your 'guide,' there will be many complex decisions presented during life and I am there to provide stability in the short-term while maintaining focus on the long-term vision."
Top 10 Best Financial Advisors in Charlotte & Asheville, NC 2019 ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/
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