Client Service Associate
Direct: (425) 531-7330
Office: (425) 467-1011 Ext. 210
As a Client Service Associate, Nick helps manage the day-to-day operations of the firm. Whether it’s communicating with clients directly or working behind the scenes to manage operational issues important to our clients’ overall experience, Nick works diligently to ensure that all client needs are promptly and thoroughly addressed. Nick previously interned at Avier Wealth Advisors during his senior year at San Diego State University.
Having grown up in Issaquah, Nick fled to sunny San Diego for a four-year hiatus from the rain to attend college, but was drawn back permanently to the Northwest due to his passion for the outdoors and close ties with family. On the weekends, you can find Nick on the golf course or fly-fishing the local rivers. In the summer months, he enjoys waterskiing on Lake Sammamish and relaxing on the boat with his family.
Bachelor of Science in Business Administration – Finance, Cum Laude, with distinction, San Diego State University
2017 Level III Candidate in the CFA Program