Nick is stoked and honored to join the Legacy Advisor team as of January 2025.  Growing up in the Arizona heat, he swapped the desert for the snow-covered Utah mountains and graduated with a B.A. in Economics from BYU in 2012.  Shortly after, Nick headed further West to the sunny coast of Southern California.  Since then, he has worked across multiple industries, including EdTech, medical sales, insurance and healthcare.

Nick met his wife, Kat, in Orange County in 2017.  Shortly after this new adventure, they faced challenges to start their family which led to doing IVF abroad in Barbados.  In the wake of more ups and downs, including high medical costs and the birth of a beautiful baby girl in 2023, Nick became increasingly interested in finance and how to build and preserve his family legacy.  After experiencing firsthand the massive burden that finances have on our lives, Nick decided to get his Series 65 license.   He is passionate about serving other individuals, families and businesses in achieving their financial objectives and encountering financial peace.

When he isn't working, Nick can be found hanging out with his family and friends.  He loves world travel, music, movies, and any outdoor activities he can find, preferably alongside his black lab, Ryder.