Nick is a CFP®-candidate, completing his studies through Northeastern University and Merrimack College. He holds FINRA Series 6, 7, 63, 26, and 65 licenses; as well as Massachusetts and New Hampshire life, accident, and health producer licenses.
His investment philosophy is built on the principal of allocation assets among many diversified asset classes, as well as working with alternative investment programs. He believes in taking a long-term view of the markets, however, combined with the proper diversification, to provide his clients with stability through the short-term volatility we face in the markets on a shorter time horizon.
Nick's other purposes and passions are family, friends, and trying to add value to the quality of life for everyone he builds relationships with. His other interests include skiing, golfing, mountain biking, and reading. Nick is currently on the board of directors for the Topridge Community Development in Killington, Vermont, where he and his family enjoy skiing and vacationing.
Nick and his wife, Laura, have three children and have been married for 13 years. Spending time with his family and watching his children grow and learn is Nick's greatest passion in life.
nick@neinv.com