Nick helps business owners and individuals align their financial strategies with long -term goals. With a background spanning wealth management and corporate finance, Nick brings a holistic approach to financial planning and advisory services.
Before joining 360 Wealth & Benefits, Nick spent four years as a Financial Advisor with Wells Fargo Advisors, guiding clients through investment strategies, retirement planning, and wealth preservation. Earlier in his career, he gained valuable corporate finance experience as a Treasury Analyst with Franklin Templeton Investments.
Nick earned a double Masters; both his MBA and Master of Science in Finance from the University of Tampa and holds a bachelor’s degree in international business from Florida State University. Whether working with individuals or businesses, Nick’s focus is on building trusted relationships and providing customized solutions that help clients grow, protect, and transition their wealth with confidence.
In his spare time Nick is a member of Ye Mystic Krew of Gasparilla, University of Tampa Board of Counselors. His wife Elle and himself are also members of Tampa Yacht and Country Club.