Nick is a fiduciary and has the responsibility to always act in the best interest of his clients. A financial professional licensed for over 27 years, his experience includes affiliations with broker-dealers and a Registered Investment Advisory firm. Nick decided to become a financial professional to offer his clients the very best products offered by various financial institutions he is appointed
with, each of whom is, in Nick’s experience, among the best available leaders in their respective fields. The focus of most of his clients is to protect their hard-earned savings by purchasing products protecting from market declines and providing them with income that they cannot outlive. For his RIA clients, recognizing and weighing risk vs. reward for his client’s investment portfolios is his foremost goal. His philosophy, “Safety First, A Reasonable Rate of Return over time, and Keeping it Simple,” is a strategy that has served his clients well through the volatile years of economic upheaval and world events. Nick focuses on working with retirees and individuals nearing retirement. This focus includes a dialogue with them about protecting their assets, the impact the market can have on long-term goals, taxes, and nursing home spend-down. His goal is to preserve and ultimately enhance his client’s lifestyle and wealth. He stays up to date on the latest products and techniques to suggest personalized plans that can provide income, reduce financial risk, eliminate fees where they are not needed, lower taxes, handle probate, and protect his client’s assets. Nick was born in Metairie and raised in Covington. Paul’s High School and attended Nicholl’s State University while playing football. He is involved in the community and enjoys fitness activities, travel, and being with family.
