Nick’s personal mission statement is to live each day with passion, positivity, love and discipline, striving to become the best version of himself and to help others in their quest to do the same.
His enthusiasm for finance started in high school with his favorite and most impactful elective, financial planning. Also, while in high school, Nick worked as a bill collector which helped him understand the value of proper budgeting and planning. As a result, the natural progression was to major in Finance at the University of Colorado. After college, Nick had a long and amazing career educating and guiding financial advisors and planners as an investment and product wholesaler for Jackson National in Northern California. After nearly 16 years with Jackson, helping and working with thousands of advisors, he decided it was time to make an impact and no better place to do it than back in Colorado, his native state. After 2 years of rigorously interviewing wealth advisors he finally found the ideal organization, Heirloom Wealth Management. HWM’s integrity, client centric focus, combined with a team approach was a perfect fit for the impact Nick wanted to have with his clients. The “Live Well” philosophy focuses on helping clients and friends live their best life possible.
In addition to earning a Bachelor of Science in Finance from the University of Colorado, he is also Certified Investment Management Analyst (CIMA®), and Accredited Investment Fiduciary (AIF®) professional.
Nick is a native Coloradoan and resides in Sloan’s Lake. He enjoys looking out for others and getting involved in his community. In Nick’s free time you’ll find him traveling the world, hiking, biking, running and spending time with his amazing family, friends and pup, Belle.