Nick is a principal and portfolio manager at Chicago Wealth Management, Inc. Nick joined the firm in 2007. Since then, his role has expanded from working primarily with clients in the early accumulation phase of investing to providing advice for all individual and small business retirement plan clients of the firm. Nick focuses on providing comprehensive advice to his clients that includes flexibility in their planning and investment objectives geared toward reaching long term financial goals. Nick also contributes research towards the firm’s investments, compliance, and overall business development.
Nick received his B.A. from Carthage College with concentrations in finance, economics, and accounting. Nick lives in Naperville, IL with his wife Abby and their daughters Ava and Claire, where he is active in a variety of community activities, including St. Peter and Paul Catholic Church, the Knights of Columbus, and the Society of St. Vincent DePaul.