Nick has more than 11 years of financial services experience and focuses on asset-management services, retirement planning and investment planning as well as wealth transfer planning. As a financial advisor, he is dedicated to helping his clients accumulate, preserve and distribute their wealth while striving to provide unmatched personal service. Nick's strengths are in providing a customized investment and retirement plan for his clients based on their various investment stages and goals.
Nick's approach helps provide his clients with a clear and concise plan for managing their wealth regardless of their individual situation. He puts a strong emphasis on maintaining an ethical practice by always putting the client's needs first while providing optimal client service. Nick's character strengths, principles, and values help to align each and every client to their specific vision of retirement.
Prior to joining Sunrise Wealth Advisors in 2010, Nick was a Senior Financial Advisor at H&R Block Financial Advisors. He has spent his career helping affluent families and business owners plan for and pursue their retirement goals.
Nick is originally from Chicago, IL and has currently resides in the metropolitan Orlando area. He is a member of the American Hellenic Educational Progressive Association.