Nick joined the Professional Planning Group as a Client Service Associate in 2026. He works on our Client Service team supporting our financial advisors providing administrative support and exceptional client service.
Experience
Prior to joining Professional Planning Group, Nick served for 12 years in the United States Navy after graduating from the United States Naval Academy. He achieved the rank of Lieutenant Commander in the Surface Warfare community and continues to serve in the U.S. Naval Reserve while beginning his career in wealth management.
Education
Nick earned a Bachelor of Science in Quantitative Economics from the United States Naval Academy in Annapolis, Maryland. He also completed Joint Professional Military Education (JPME) Phase I and attended the Defense Language Institute, where he studied Dutch in preparation for an overseas assignment in Belgium.
Family
Nick lives in Charlestown, Rhode Island with his wife and their two daughters.
Hobbies
In his free time, Nick enjoys spending time on the water, playing soccer and tennis, running, and making the most of his time with family and friends.
