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As a Certified Financial Planner ®, Nick applies his broad understanding of complex wealth management and financial planning to help clients prepare for each stage of their lives and implement strategies tailored to their specific needs and goals.

Prior to joining WrapManager Nick worked with individuals and families throughout their financial and retirement planning journeys. He started his career at Charles Schwab and has provided an array of financial services to clients.

Nick graduated from Arizona State University with his Bachelor of Interdisciplinary Studies in Business & Economics. Outside of work Nick likes to attend as many concerts as possible and spend time with his wife Karen and English bulldog Pippa.


Check the background of this investment professional.


I really enjoy getting to know clients’ and their families and helping them to ensure their retirement goals are in reach. My retirement dream is still evolving; I’d like to work on my golf game a lot, and then potentially own a live music venue or operate some sort of animal rescue.

Something my co-workers might not know about me is that I am the oldest of four siblings, each of who lives in a different state. With our parents and other family also in different states, it can make getting everyone together a challenge at times, but we make it work!



Some of my favorite things are the Buffalo Bills and Buffalo Sabres (because I’m from Buffalo, NY), and as an Arizona State alumni, all things Sun Devils!

My guilty pleasure during football season is spending all day Sunday watching as many games as possible. Chores are certainly put off for the following week.


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