Nick is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Planning Director at Kindred Wealth Partners. Known for his client-centered approach, Nick partners with the team’s Financial Advisors to design customized financial strategies aligned with each client’s unique goals. His expertise includes investment management, cash flow optimization, tax-efficient planning, risk management, estate planning, and Social Security guidance, all geared toward enhancing clients’ financial well-being and confidence.
A Penn State University graduate with a degree in Economics, Nick was a four-year letterman on the baseball team. Before joining Kindred Wealth Partners, he developed expertise in risk management for business owners while working at a commercial insurance brokerage.
Originally from Washington, Pennsylvania, Nick now lives in Pittsburgh’s South Side with his fiancée, Madison, and their French Bulldog, Archie. Outside of work, Nick enjoys golfing, cooking, and volunteering in the community, embodying a commitment to growth in both his personal and professional life.