Nick’s mission is to live each day with passion, positivity, love, and discipline—striving to become the best version of himself and helping others do the same. His passion for finance started early, sparked by a high school elective in financial planning and shaped by his experience working as a bill collector, where he saw firsthand the importance of budgeting and planning. These early lessons inspired him to pursue a Bachelor of Science in Finance from the University of Colorado.

After college, Nick spent nearly 16 years at Jackson National in Northern California, where he educated and guided financial advisors and planners as an investment and product wholesaler. His work supported hundreds of advisors and deepened his commitment to helping people make informed, confident financial decisions.

Eventually, Nick returned to his home state of Colorado, driven by a desire to build more personal, long-term relationships with clients. After two years of thoughtfully evaluating wealth management firms, he found the perfect fit at Heirloom Wealth Management. Heirloom’s “LiveWell” philosophy and values—integrity, client-first service, and a collaborative approach—deeply aligned with Nick’s own vision of impact and purpose.

Nick holds the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations, reinforcing his commitment to high standards of excellence and fiduciary care.

Based in Sloan’s Lake, Nick lives with his wonderful wife, Aimée, and their two dogs, Lou and Chloe. Outside the office, he’s active in his community and passionate about wellness, adventure, and quality time with loved ones. Whether he’s hiking, biking, running, or exploring new places around the world, Nick brings the same energy and enthusiasm to life that he brings to his work with clients.