Nick leads our due diligence with Family Office offerings and private investment placements with 20+ years of manager due diligence across asset classes, spanning 10,000 managers. He has expertise in all aspects of client portfolios including tax, asset allocation, and risk management. He served honorably in Desert Storm with the U.S. Army 82nd Airborne. His vast experience includes option trading, investment consulting, MFOs, and being a hedge fund analyst. He holds his B.S. in Business from Colorado State and an M.S. in Finance from the University of Denver and is a CFA charter holder.
Designation Disclosures
CFA®: Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination, and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Schedule A Strategy Session with Our Team
This initial conversation is designed to understand your goals, current situation, and priorities. You'll have the opportunity to ask questions, explore how Heirloom's integrated approach works, and determine whether a longer-term relationship makes sense—without pressure or obligation.
Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
Learn moreTax Solutions
Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
Learn more