As a CERTIFIED FINANCIAL PLANNER® practitioner, Nick will work closely with you, offering uniquely tailored advice according to your individual situation. His most important goal as a wealth advisor is to help you accomplish yours while growing a meaningful relationship with you. Nick loves to serve as a personal guide in a holistic planning process by addressing each element in your financial picture.
Nick was born and raised in Mount Pleasant, South Carolina. After obtaining degrees from Catholic University in Washington, DC, and the University of South Carolina, he began his career as a financial advisor here in Columbia before joining CalmWater Advisors in 2024. Nick is married to his lovely wife Catherine and they have two young sons. In their spare time, they enjoy cooking, exploring restaurants, and doing anything outdoors.