Nicholas has been a professional in the financial services industry since 2006. He worked for Edward Jones before joining Waddell & Reed in 2010. Nicholas received his bachelor's degree in Business Administration with an emphasis in financial services at Kansas State University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013.
Nicholas advises clients throughout the Charlotte area with their ongoing financial goals. It is important for him to work with clients to determine what they need to do to pursue their goals. He enjoys helping small business owners and individuals develop plans designed to get them on track with their retirement planning goals.