Nick works to help individuals and families in his community navigate the challenges of growing financial responsibilities, empowering them to live financial lives on their terms.
Education & Credentials
Nick earned a degree in Software Engineering and Business Analytics from Miami University (OH). His career began in the tech industry, where he spent five years specializing in Data Engineering. This experience provided him with a strong analytical foundation and a keen eye for detail. Perfect for Bury Financial, he joined the team and now holds his Series 7 & 66 registrations through LPL Financial, and Insurance licenses, leveraging his engineering background to bring a unique perspective to wealth management. He is also a Certified Plan Fiduciary Advisor. He excels at converting technical knowledge into practical, actionable strategies for his clients.
Community Involvement
Nick is an active member of the Poland, OH community, where he lives with his wife, Bailey and their son, Nico and newborn daughter, Giada. He serves on the Board of Mahoning Valley Young Professionals, a group dedicated to fostering a network of young professionals in The Valley through social, educational, and charitable initiatives. He is also a trustee for the Poland Schools Foundation for Educational Excellence continuing to help advance the future of Poland Schools.
Personal Life
Outside of his professional life, Nick is known for his competitive spirit, dedication, and good-natured personality. He enjoys spending quality time with friends and family. Additionally, Nick enjoys watching and staying active through sports, specifically golf, basketball, and pickleball. While participating & watching have been Nick's main avenue into sports, he's excited to prep for his next opportunity in the coming years: Coaching Youth Sports.