Nico utilizes his experience in advising high net worth clients to focus on understanding all aspects of a client’s financial life, including retirement, family obligations, tax awareness and estate planning. Nico previously worked for one of the largest financial institutions in the nation, where he was exposed to not only individual investors, but also corporate entities, non-profit organizations, institutional investors and retirement plans.

Education, Credentials and Special Training
Certified Financial Planner®
Accredited Asset Manager Specialist®
Series 7 licensed
Series 66 licensed
MBA, University of Oregon
B.A., Psychology, Southern Methodist University

Civic and Community Activities
Treasurer, Charleston Moves, Cycling and Pedestrian Advocacy Group
Member, Mount Pleasant Presbyterian Church