Nick has been interested in financial planning and wealth management since he was a sophomore in high school at Saint Xavier in Cincinnati. A finance graduate from the University of Cincinnati class of 2010, Nick has been working full time in the financial services industry since 2007, along with part time work dating back to 2006. He passed his Series 7 General Securities Representative exam in college and started working at Western & Southern Financial Group after graduation working with financial advisors, where he also tested for and received his Life & Health Insurance Exam as well as his Series 63 Uniform Securities Agent State Law Exam.
After working at W&S for about 2 years, he wanted to fulfill his dream working for the family business. As a young professional in a field with so many veteran business people, he has worked diligently pursuing knowledge in the industry to keep up with current and best practices in the industry and continuously sharpening his skills. After joining Schulte Financial Group, Nick completed his Series 24 General Securities Principal exam, CERTIFIED FINANCIAL PLANNERTM Exam, Accredited Investment Fiduciary® Exam, and his Certified Public Accountant license. Nick was one of the youngest people in the country to become both a CFP® professional as well as the CPA licensee.
Nick prides himself on his ability to collaborate with clients to come up with financial plans that are realistic and achievable and help them feel at ease with how to achieve their goals through saving, investing, and minimizing taxes. His responsibilities include meeting with clients to develop comprehensive financial plans, performing investment research, acting as the Chief Compliance Officer for Brass Tax Wealth Management, and performing behind-the-scenes financial and tax planning for clients.
Nick lives with his lovely wife Ianthē in Sharonville with their two young sons, Porter and Elliott. They love to spend time at Lake Norris in Tennessee in the summer and spending time enjoying the outdoors at home when the weather is nice, or listening and dancing to Nick’s large vinyl collection when indoors. They volunteer at and attend Holy Trinity - St. Nicholas Greek Orthodox Church in Finneytown, OH.