Focus: Insurance Strategies, LGBTQ, Investment Strategies, Business Owners
Nick is a financial advisor for Colorado Wealth Group, with expertise in financial planning for mid-career professionals and executives. After receiving his bachelor's degree with distinction from the University of Colorado, Nick has worked in finance for 12 years in various roles including a total of seven years in investment banking, private equity, and wealth management. Just prior to joining Colorado Wealth Group in 2017, Nick was a Director of Finance for DaVita, a fortune 200 healthcare provider, where he spent five years in financial strategy. Nick's unique combination of technical expertise and passion for helping individuals and families achieve their financial goals are what drive his client advocacy. Nick, his wife, Anne and their boys love experiencing everything Colorado has to offer. They can be found spending time in the outdoors hiking in the spring and summer, and snowboarding in the winter. Additionally, Nick and Anne are avid concert goers and travelers.
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