Nick is a Strategist on Waldron’s wealth planning team, where he works with clients to develop and implement comprehensive estate, tax, and retirement planning strategies tailored to their unique goals.
Driven by a commitment to comprehensive planning, Nick helps entrepreneurs and their families simplify their financial lives. After earning a B.S.B.A. focused on Personal Financial Planning from Central Michigan University, Nick became a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining the Waldron team in 2023, he honed his skills at a financial planning firm in Ann Arbor, MI, where he built a foundation in holistic wealth management.
At Waldron, Nick works from our Detroit office, specializing in estate planning, income tax strategies, retirement optimization, and legacy planning. He enjoys building long-term relationships with clients through wealth planning and helping families prepare for the next generation of their financial legacy.
Outside of the office, Nick enjoys cooking, working out, and sporting clay shooting.
