Nicholas works with a broad range of individuals and families, those in retirement, and young professionals, helping clients navigate comprehensive financial planning, risk management and insurance, and tax-efficient planning.

He takes a client-centered and relationship-driven approach to planning, built on thoughtful planning and personalized financial guidance.

Nicholas earned an M.B.A. in Finance from Arizona State University and an M.S.A. in Taxation from Seton Hall University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Nicholas enjoys spending time with his wife and five sons, traveling, coaching youth sports, and volunteering in his community.

Serving clients in and around Tamaqua, PA.