In 2012, Nick joined Miceli Financial Planning where he was mentored by his late friend and former partner, Salvatore Miceli. Miceli Financial Planning merged with another firm to become Rampart Wealth Advisors. Nick and his partner at Rampart were then acquired by EP Wealth Advisors in 2018. Nick’s specialties now include a coalescence of practical solutions for retirement planning, college funding planning, and investment and portfolio management. Nick completed his Certified Financial Planner™ education with Northwestern University and obtained his Certified Financial Planner™ certification in 2015. He is a member of the Financial Planning Association.
Colorado School of Mines, B.S., Engineering