As a Planning Analyst, Nick is responsible for preparing account reviews and other reports for client review meetings. He works closely with the Directors of Planning and Client Services.
Born and raised in Maryland, Nick earned his real estate license and worked with a local team flipping houses until the investment bug bit him at the age of twenty. Prior to joining MWA, he began his investment career at Northwestern Mutual before becoming a Licensed Investment Specialist with Merrill Lynch.
Nick enjoys traveling and has been to almost all 50 states seeking adventure as a semi-pro snowboarder and mountain biker.
Education and Certifications
Bachelor of Arts in Economics with a minor in Business Administration from Towson University
Series 7 and 66 securities registered
Life and Health Insurance licensed