Nick has a strong passion for helping others and specializes in providing individuals and families with comprehensive financial plans. This includes evaluating each client’s current financial position and recommending strategies for retirement planning, investment management, estate planning and risk management. Nick provides plan reviews, as he believes accessibility is an integral part of the client-advisor relationship.
Nick is a graduate of University of Minnesota-Twin Cities with a degree in Business Management and a focus in Financial Analysis. Originally from New Berlin, Wisconsin, Nick represents the Stonepath family in Milwaukee and serves clients throughout the state of Wisconsin. Nick currently holds his Series 66, SIE, and Series 7 licenses. Nick is an avid Wisconsin sports fan, enjoys hiking, and golfing in his free time.