Meet Nic

Nic has a passion for personal finance and is driven to help individuals navigate important financial decisions that will lead to a prosperous and fulfilling retirement. He understands that money alone does not bring happiness, but it is the tool that can facilitate rewarding experiences and purchases that will bring joy to your life. 

Nic graduated with a Bachelor of Business Administration (BBA) in Accounting from the University of Wisconsin – Eau Claire. With over 8 years of experience in the public and private accounting profession he boasts a strong background in tax planning. 

He and his Fiancée Brianna reside in Green Bay along with their dog Maya. He has lived in Wisconsin all his life and spends his free time outdoors as much as he can. He enjoys golfing, grilling, traveling with his fiancée, and watching all his favorite sports teams which include the Packers, Bucks, and Golden Knights.