Nick joined CAVU Wealth Advisors in 2011 as a Portfolio Manager, and became a Partner in 2014.
Nick started his career in finance in 2007 at The Vanguard Group, where he worked with self-directed investors and small business owners assisting with retirement planning. During his time there, he completed a year-long apprenticeship in Vanguard Asset Management Services, working closely with a Senior Investment Manager from Vanguard.
In 2010, Nick earned the Certified Financial Planner™ designation.
Nick attended Miami University in Oxford, Ohio, where he received a B.A. in Communication. He also received a Certificate in Financial Planning with Distinction from the University of Georgia in 2009.
Nick has been married to his wife Natalie since 2006, and has two children. Natalie is one of David’s four daughters. Nick and Natalie live in Charlotte, NC and are active members of Mosaic Church, where Nick currently serves as a trustee. They are alumni of the Charlotte Leadership Forum, class of 2014.
Additionally, Nick currently serves on multiple boards at Levine Children's Hospital: The Family Advisory Council, which acts to improve the hospital experience for patients and families, and the Dreamcatcher Society, which serves children in the Carolinas by underwriting programs and resources for the hospital.