Wealth management philosophy
Nick holds that truly successful wealth management can only be achieved though comprehensive financial planning relationships which seek to solve the complex estate, financial, risk, and tax challenges faced by our clients, their families, and their businesses. His collaborative and consultative process enables our team to determine the most appropriate strategy for each client's particular circumstances, and it culminates in the development and implementation of the ideal plan that best meets the needs and expectations of our clients.

Credentials and education
Nick is a Certified Financial PlannerTM (CFP®) and a licensed member of the Tennessee Bar. He specializes in estate and philanthropic planning, as well as educating and engaging future generations within client families. A Vanderbilt graduate and avid 'Dores fan, he has degrees in anthropology and political science and later received his Juris Doctor from the University of Memphis' Cecil C. Humphreys School of Law. Nick is one of a select number of UBS advisors across the firm who is authorized to work as an Endowment & Foundation Consultant.

Community involvement
Nick is active in a number of local non-profits; he is a graduate of the Young Leaders Council, volunteers for Junior Achievement, serves as chair of the Associate Board of The Nashville Symphony, and is an active member of the Estate Planning Council of Middle Tennessee and the Phoenix Club of Nashville. He and his wife, Connie, live in Green Hills and, when not at the office, you can find them out exploring Nashville's incredible food, music, and outdoor experiences.