As a Retirement Solutions Consultant, Nick specializes in participant education and communication. He offers knowledgeable and creative client support solutions through group and individual engagement meetings. Nick also develops videos and webinars to drive successful employee outcomes. His passion is helping participants discover their path to retirement readiness.
Prior to joining Shepherd Financial, Nick began his career in California working for a Registered Investment Advisory firm. Serving as both a Client Service Specialist and Support Wealth Advisor, Nick implemented tax concepts, vehicles, and strategies for high net worth individuals, families, and businesses, reducing the overall tax burden while protecting clients’ wealth and privacy.
Nick graduated from Purdue University in 2013 with a Bachelor’s degree in Financial Counseling and Planning. While not at work, Nick enjoys golfing, playing hockey, and running on the Monon Trail.