Nick joined Beacon Financial Strategies in 2018 as a Portfolio Administrator. Nick attended the University of North Carolina at Wilmington where he earned a Bachelor of Science in Business Administration with a concentration in Finance. Having worked at an independent financial planning and wealth management firm, as well as in the insurance industry, Nick has experience in key areas of the financial planning and investment industry.
Nick serves as Beacon’s Portfolio Administrator, providing assistance in all facets of the investment management process. His job responsibilities include helping facilitate the onboarding process for investment clients, interacting with custodians (TD Ameritrade and Schwab Institutional) on client service matters and managing Beacon’s portfolio accounting system. Nick also assists in developing investment-related communications to clients.
Nick is a huge sports fan and lifelong Tar Heels supporter. In his free time, he loves playing basketball and golf. Nick attends the Summit Church and is passionate for missions work around the world. Most recently, Nick lived in Chiang Mai, Thailand, for two months where he helped Thai college students learn English.