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Specialties
Meet Nick, a CERTIFIED FINANCIAL PLANNER™ with a world of experience.
Born in Pennsylvania and raised in a family with deep Air Force roots, Nick's journey took him across Europe and all throughout the United States, shaping his global perspective and resilient mindset. After earning his degree from Mansfield University in Pennsylvania, Nick's career took off when he was recruited by JPMorgan in 2008. Over a remarkable 15-year tenure, he specialized in Financial Planning and Investment Management, particularly for pre-retirees, retirees, and women navigating life transitions like divorce and widowhood. By 2023, Nick had risen to the rank of Senior Vice President of Wealth Management. Nick's unwavering commitment to his clients led him to partner with Wilde Wealth Management Group as an Independent Financial Advisor in 2023. With credentials as a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, Nick guides his clients through diverse market landscapes. His clients often describe him as more than just a financial advisor – they see him as family. Nick's unique blend of analytical prowess and genuine empathy ensures each client's financial journey is both strategic and deeply personalized. Outside the office, Nick treasures time with his wife Suzanne and daughter Alexa, embracing adventures and creating lasting memories. He's an avid enthusiast of working out, hunting, fishing, and golf. Additionally, Nick dedicates his expertise to the community by serving on the Council of Professional Advisors for the Sun Health Foundation and as a Financial Coach at Christ's Church of the Valley.
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Always free for clients.
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Wilde Wealth is under separate ownership from any other named entity.