Nick’s specialties include a coalescence of practical solutions for retirement planning, college funding planning, and investment and portfolio management.
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 earned a B.S. in Engineering from the Colorado School of Mines, and is a CERTIFIED FINANCIAL PLANNERTM.
Nick is a member of the Financial Planning Association
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