Nicholas is a Managing Partner at Trident Financial. Nicholas began working with clients in 2016 and specializes in the areas of retirement planning and distribution planning. Nicholas was born and raised in the Lake Country area and graduated from Marquette University High School. He then went on to earn degrees in Mathematics and Economics from St. Mary's College of Maryland.
As a CERTIFIED FINANCIAL PLANNER® and Wealth Management Certified Professional (WMCP®), Nicholas brings industry experience in retirement planning and asset management. Nicholas works with select clients and takes pleasure in serving them as a Financial Planner. In his personal time, Nicholas enjoys racing sailboats, traveling, as well as spending time with his wife Lindsey and their son.
If you are interested in speaking with Nicholas, please send an email to firstname.lastname@example.org.