Nicholas is a lifelong Oregonian from Sherwood, Oregon. He is an alumnus of Oregon State University (2014), where he graduated Summa Cum Laude in Biochemistry and Biophysics. In 2015, he joined the financial planning profession. In January of 2020, he gained the CFP® certification. Then in August of 2022, he gained the Chartered Financial Analyst (CFA®) designation, the most respected credential in the investment management profession.

Nicholas lives and works in Milwaukie, Oregon and works with clients all across the Pacific Northwest. He is available by phone or video call. 

His hobbies include cooking, travel, learning bass guitar, and playing the Irish sport of hurling (check out Portland's hurling team).