Nick's mission is to help guide his clients toward a successful retirement. It brings him great joy working with clients to help conceive and pursue their life goals. Nick had a successful career in the automotive collision paint and repair industry. Holding positions in apprenticeship, technical roles, and management, he has never foregone a challenge.
Nick’s multi-faceted approach to helping his clients includes investment advice, discretionary money management, portfolio management, financial planning, legacy planning, business planning, and strategy diversification. Everybody’s situation is a little bit different, and he is equipped to provide tailored advice and service for each client’s circumstance.
Encouraged by his grandfather, Nick’s interest of investing caught fire in 2006. He began investing in the fixed income markets, and started utilizing the equity markets in 2008.
He earned his bachelor’s degree in finance at LeTourneau University in 2016 while working full-time to support his family. Married since 2009, Nick and his wife reside in Longview, TX and have four beautiful children. They have a passion for children in need. Together they provide foster/respite care for children in the state of Texas, served as childcare leaders at church, and worked with the PTA at Hallsville Elementary.
Nick is an active member of the Longview Chamber of Commerce. He is Co-Chairman of the Chamber Classic Golf Tournament and he is Leadership Longview alumni. Nick has served as a head coach for his church sports ministry, a board member of the Longview Child Development Center, and a Longview AMBUC. Nick holds his Series 7, Series 66, and Life and Annuity Insurance Licenses.
He finds enjoyment spending time with his family and friends. When it comes to the outdoors, anything goes. Whether playing sports, skiing, fishing, or mowing the lawn, he loves to be outside. To relax, he likes to read a good book. While the bible is his core to his reading, Nick doesn’t shy away from a good self-improvement book or fiction novel.