Nick provides our corporate retirement plan clients with transparent, fiduciary levels of plan sponsor and participant care. He combines a background in real estate with a dynamic mix of interpersonal skills, financial savvy and entrepreneurial energy. Like his father (Tim), Nick is a graduate of the University of South Carolina. He holds a bachelor’s degree in mass communications/public relations with a minor in business administration. Nick is also currently enrolled as a candidate for the coveted designation of Certified Financial Planner or CFP®. He and his wife are active volunteers in their Winston-Salem community, and outdoor enthusiasts. And, yes, he also golfs.
- Current candidate for the CFP® certification.
- Former Vice President of the Charlotte Gamecock Club and volunteer to several local non-profit groups
- Married to Mary Katherine, who is in corporate communications at Bank of America
- Avid golfer, hiker, snowboarder, and health & fitness devotee